+237.7%
RTX vs OPEN
-86.9%
+324.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.6% |
| 7D | -3.2% | -21.7% | +18.5% | -2.8% |
| 30D | +5.6% | -36.5% | +42.0% | +6.3% |
| 3M | -11.7% | -59.5% | +47.9% | -10.3% |
| 6M | +12.3% | -71.9% | +84.2% | +14.7% |
| YTD | +8.2% | -75.8% | +84.0% | +10.6% |
| 1Y | +12.6% | -78.5% | +91.1% | +15.2% |
| 3Y | +152.8% | -30.2% | +183.0% | +143.5% |
| 5Y | +140.2% | -93.3% | +233.5% | +138.9% |
| All | +237.7% | -86.9% | +324.6% | +212.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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