+173.5%
RTX vs BX
+22.1%
+151.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +0.8% |
| 7D | -2.0% | -8.9% | +6.9% | -0.5% |
| 30D | -11.2% | -14.8% | +3.6% | -8.9% |
| 3M | +12.0% | +6.9% | +5.1% | +10.5% |
| 6M | -3.6% | +16.3% | -19.9% | -6.3% |
| YTD | +9.2% | -16.1% | +25.3% | +11.5% |
| 1Y | +29.7% | -26.8% | +56.5% | +35.1% |
| All | +173.5% | +22.1% | +151.5% | +162.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 3y: compounded portfolio wealth divided by compounded BX 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…
3y analysis · Full analysis span regression · 6 months rolling