+279.2%
RTX vs KWEB
-19.7%
+298.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | -1.5% | -5.6% | +4.0% | -0.8% |
| 30D | -11.0% | -10.7% | -0.3% | -9.6% |
| 3M | +7.7% | -7.4% | +15.1% | +8.7% |
| 6M | -3.9% | -19.3% | +15.4% | -1.2% |
| YTD | +9.0% | -27.8% | +36.7% | +13.7% |
| 1Y | +27.3% | -35.9% | +63.2% | +34.9% |
| 3Y | +172.9% | -1.9% | +174.8% | +166.7% |
| 5Y | +165.2% | -43.2% | +208.4% | +183.0% |
| All | +279.2% | -19.7% | +298.9% | +239.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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