+10,035.4%
RTX vs BN
+16,294.4%
-6,259.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.8% | -0.3% | +2.1% |
| 7D | -3.2% | +3.6% | -6.8% | -4.6% |
| 30D | +5.6% | +15.9% | -10.3% | -0.4% |
| 3M | -11.7% | -2.3% | -9.3% | -11.2% |
| 6M | +12.3% | -8.4% | +20.7% | +15.4% |
| YTD | +8.2% | -5.9% | +14.1% | +9.2% |
| 1Y | +12.6% | -5.6% | +18.2% | +13.3% |
| 3Y | +152.8% | +104.2% | +48.6% | +83.2% |
| 5Y | +140.2% | +35.5% | +104.7% | +97.2% |
| 10Y | +273.8% | +285.2% | -11.5% | +107.5% |
| All | +10,035.4% | +16,294.4% | -6,259.0% | +2,114.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling