+147.4%
RTX vs KR
+85.1%
+62.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.1% |
| 7D | +4.8% | +4.6% | +0.2% | +4.2% |
| 30D | +6.5% | +12.2% | -5.7% | +5.1% |
| 3M | -9.6% | +24.6% | -34.2% | -11.9% |
| 6M | +12.3% | +8.2% | +4.1% | +11.1% |
| YTD | +9.5% | +15.3% | -5.8% | +6.9% |
| 1Y | +15.8% | +9.8% | +6.1% | +13.8% |
| 3Y | +157.0% | +71.4% | +85.7% | +129.3% |
| All | +147.4% | +85.1% | +62.4% | +115.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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