+241.2%
RTX vs OPEN
-88.5%
+329.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.5% | +8.1% | -1.3% |
| 7D | +3.4% | -31.0% | +34.4% | +4.0% |
| 30D | +8.4% | -41.5% | +49.9% | +9.3% |
| 3M | -10.7% | -64.6% | +54.0% | -9.0% |
| 6M | +11.7% | -73.8% | +85.5% | +14.2% |
| YTD | +9.3% | -78.8% | +88.1% | +12.1% |
| 1Y | +13.3% | -86.8% | +100.1% | +17.2% |
| 3Y | +156.1% | -40.6% | +196.8% | +147.5% |
| 5Y | +148.5% | -94.7% | +243.2% | +148.1% |
| All | +241.2% | -88.5% | +329.7% | +216.1% |
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