+10,266.7%
RTX vs MKC
+3,376.8%
+6,889.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.4% |
| 7D | -5.2% | -5.9% | +0.7% | -3.6% |
| 30D | -9.4% | -0.9% | -8.5% | -9.2% |
| 3M | +12.3% | +12.7% | -0.4% | +8.3% |
| 6M | -3.1% | -19.3% | +16.2% | +1.8% |
| YTD | +10.7% | -22.2% | +32.8% | +17.0% |
| 1Y | +28.4% | -23.3% | +51.8% | +36.0% |
| 3Y | +147.1% | -30.0% | +177.1% | +165.2% |
| 5Y | +167.2% | -33.8% | +201.0% | +187.6% |
| 10Y | +274.7% | +24.4% | +250.3% | +230.2% |
| All | +10,266.7% | +3,376.8% | +6,889.9% | +4,577.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling