+10,164.5%
RTX vs KR
+4,382.3%
+5,782.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.5% |
| 7D | -3.1% | -1.3% | -1.8% | -2.9% |
| 30D | -10.6% | +1.5% | -12.1% | -10.9% |
| 3M | +11.6% | -8.5% | +20.2% | +13.3% |
| 6M | -4.5% | -21.9% | +17.4% | -0.2% |
| YTD | +9.6% | -6.9% | +16.5% | +10.3% |
| 1Y | +30.8% | -14.0% | +44.8% | +33.4% |
| 3Y | +152.8% | +30.3% | +122.5% | +134.2% |
| 5Y | +167.1% | +37.7% | +129.4% | +140.8% |
| 10Y | +275.2% | +125.2% | +150.0% | +186.7% |
| All | +10,164.5% | +4,382.3% | +5,782.1% | +3,921.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling