+10,152.6%
RTX vs HON
+6,070.4%
+4,082.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | +4.8% | +1.4% | +3.4% | +4.0% |
| 30D | +6.5% | +7.5% | -1.0% | +2.5% |
| 3M | -9.6% | -4.3% | -5.3% | -7.8% |
| 6M | +12.3% | -1.5% | +13.9% | +12.1% |
| YTD | +9.5% | +10.5% | -1.1% | +2.7% |
| 1Y | +15.8% | +8.5% | +7.3% | +9.7% |
| 3Y | +157.0% | +28.0% | +129.0% | +118.8% |
| 5Y | +148.8% | +12.0% | +136.8% | +124.7% |
| 10Y | +264.0% | +155.4% | +108.7% | +126.2% |
| All | +10,152.6% | +6,070.4% | +4,082.2% | +1,717.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling