+164.6%
RTX vs HON
+4.3%
+160.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.7% |
| 7D | -3.1% | -0.8% | -2.3% | -2.7% |
| 30D | -10.6% | -15.2% | +4.6% | -4.0% |
| 3M | +11.6% | -6.0% | +17.6% | +14.0% |
| 6M | -4.5% | -14.9% | +10.4% | +1.7% |
| YTD | +9.6% | +3.2% | +6.4% | +7.1% |
| 1Y | +30.8% | 0.0% | +30.8% | +29.4% |
| 3Y | +152.8% | +21.5% | +131.4% | +121.1% |
| All | +164.6% | +4.3% | +160.3% | +148.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 5y: compounded portfolio wealth divided by compounded HON 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…
5y analysis · Full analysis span regression · 6 months rolling