+10,292.5%
RTX vs KEY
+1,012.1%
+9,280.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | +1.4% | -0.5% | +2.0% | +1.6% |
| 30D | +7.8% | +6.7% | +1.1% | +5.9% |
| 3M | -9.8% | -4.6% | -5.2% | -8.7% |
| 6M | +13.5% | +2.6% | +11.0% | +12.5% |
| YTD | +10.9% | +7.0% | +4.0% | +8.4% |
| 1Y | +14.0% | +23.5% | -9.5% | +6.9% |
| 3Y | +159.9% | +126.4% | +33.5% | +99.6% |
| 5Y | +151.7% | +13.0% | +138.6% | +123.0% |
| 10Y | +269.0% | +99.5% | +169.5% | +168.2% |
| All | +10,292.5% | +1,012.1% | +9,280.4% | +3,937.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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