+167.1%
RTX vs OPEN
-84.0%
+251.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.6% | -0.9% |
| 7D | -3.1% | +1.0% | -4.1% | -3.1% |
| 30D | -10.6% | -11.9% | +1.3% | -10.4% |
| 3M | +11.6% | -28.8% | +40.4% | +12.2% |
| 6M | -4.5% | -38.6% | +34.1% | -3.8% |
| YTD | +9.6% | -47.3% | +56.9% | +10.6% |
| 1Y | +30.8% | -49.2% | +80.0% | +31.1% |
| 3Y | +152.8% | -18.8% | +171.6% | +145.6% |
| 5Y | +167.1% | -83.6% | +250.7% | +163.1% |
| All | +167.1% | -84.0% | +251.1% | +163.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling