+163.1%
RTX vs KR
+52.3%
+110.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | -0.5% |
| 7D | -1.5% | -0.2% | -1.4% | -1.5% |
| 30D | -11.0% | +5.1% | -16.0% | -11.5% |
| 3M | +7.7% | -8.2% | +15.8% | +8.5% |
| 6M | -3.9% | -18.0% | +14.1% | -2.0% |
| YTD | +9.0% | -4.8% | +13.7% | +8.9% |
| 1Y | +27.3% | -11.0% | +38.3% | +28.1% |
| 3Y | +172.9% | +37.7% | +135.2% | +152.0% |
| All | +163.1% | +52.3% | +110.8% | +135.2% |
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