+279.2%
RTX vs KEYS
+1,049.9%
-770.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.0% | -4.2% | -1.2% |
| 7D | -1.5% | +3.5% | -5.0% | -2.4% |
| 30D | -11.0% | -4.5% | -6.5% | -10.1% |
| 3M | +7.7% | -0.4% | +8.1% | +6.6% |
| 6M | -3.9% | +19.1% | -23.0% | -9.7% |
| YTD | +9.0% | +66.7% | -57.7% | -8.0% |
| 1Y | +27.3% | +96.5% | -69.2% | +1.9% |
| 3Y | +172.9% | +155.2% | +17.8% | +95.1% |
| 5Y | +165.2% | +88.0% | +77.2% | +103.8% |
| All | +279.2% | +1,049.9% | -770.7% | +62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 10y: compounded portfolio wealth divided by compounded KEYS 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…
10y analysis · Full analysis span regression · 6 months rolling