+173.5%
RTX vs KEYS
+144.6%
+28.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.4% |
| 7D | -2.0% | +0.9% | -2.9% | -2.1% |
| 30D | -11.2% | -5.3% | -6.0% | -10.9% |
| 3M | +12.0% | +0.5% | +11.5% | +11.4% |
| 6M | -3.6% | +14.0% | -17.6% | -5.8% |
| YTD | +9.2% | +60.3% | -51.1% | +1.5% |
| 1Y | +29.7% | +91.3% | -61.6% | +17.1% |
| All | +173.5% | +144.6% | +28.9% | +135.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling