+226.0%
RTX vs OPEN
-87.0%
+313.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -21.8% | +20.6% | -0.8% |
| 7D | -5.1% | -22.2% | +17.1% | -4.8% |
| 30D | +5.1% | -38.3% | +43.5% | +6.0% |
| 3M | -14.8% | -59.4% | +44.5% | -13.5% |
| 6M | +8.0% | -74.4% | +82.4% | +10.6% |
| YTD | +4.5% | -76.0% | +80.4% | +6.8% |
| 1Y | +9.8% | -78.7% | +88.5% | +12.5% |
| 3Y | +144.2% | -30.0% | +174.2% | +135.1% |
| 5Y | +131.4% | -93.7% | +225.2% | +130.5% |
| All | +226.0% | -87.0% | +313.0% | +201.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling