+9,685.3%
RTX vs BN
+15,687.7%
-6,002.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.9% |
| 7D | -5.1% | +5.3% | -10.5% | -7.2% |
| 30D | +5.1% | +11.9% | -6.8% | +0.5% |
| 3M | -14.8% | -5.7% | -9.1% | -13.2% |
| 6M | +8.0% | -10.6% | +18.7% | +12.0% |
| YTD | +4.5% | -9.4% | +13.8% | +6.9% |
| 1Y | +9.8% | -8.8% | +18.6% | +12.0% |
| 3Y | +144.2% | +95.6% | +48.6% | +79.8% |
| 5Y | +131.4% | +30.2% | +101.3% | +92.9% |
| 10Y | +273.3% | +277.0% | -3.8% | +109.0% |
| All | +9,685.3% | +15,687.7% | -6,002.4% | +2,068.0% |
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