+157.0%
RTX vs OPEN
-42.5%
+199.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.6% | +3.8% | +0.1% |
| 7D | +4.8% | -15.0% | +19.8% | +4.8% |
| 30D | +6.5% | -40.2% | +46.7% | +6.6% |
| 3M | -9.6% | -67.4% | +57.8% | -9.3% |
| 6M | +12.3% | -74.0% | +86.3% | +12.7% |
| YTD | +9.5% | -79.6% | +89.0% | +10.0% |
| 1Y | +15.8% | -86.1% | +101.9% | +16.6% |
| 3Y | +157.0% | -41.4% | +198.4% | +158.1% |
| All | +157.0% | -42.5% | +199.5% | +158.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling