+27.3%
RTX vs BR
-31.7%
+58.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -1.5% | -3.0% | +1.4% | -1.3% |
| 30D | -11.0% | -0.3% | -10.7% | -11.0% |
| 3M | +7.7% | +17.3% | -9.6% | +5.3% |
| 6M | -3.9% | -6.7% | +2.8% | -3.3% |
| YTD | +9.0% | -23.4% | +32.4% | +16.2% |
| 1Y | +27.3% | -32.7% | +59.9% | +46.8% |
| All | +27.3% | -31.7% | +58.9% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 1y: compounded portfolio wealth divided by compounded BR 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…
1y analysis · Full analysis span regression · 6 months rolling