+162.9%
RTX vs MKC
-34.7%
+197.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | -1.6% | -4.3% | +2.7% | -0.8% |
| 30D | -11.6% | -3.1% | -8.5% | -11.1% |
| 3M | +9.2% | +6.8% | +2.3% | +7.5% |
| 6M | -4.4% | -18.3% | +13.9% | -0.8% |
| YTD | +8.9% | -23.1% | +31.9% | +14.1% |
| 1Y | +32.1% | -23.7% | +55.8% | +38.4% |
| 3Y | +151.2% | -31.0% | +182.2% | +167.1% |
| 5Y | +162.9% | -33.5% | +196.4% | +194.7% |
| All | +162.9% | -34.7% | +197.6% | +194.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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