+32.1%
RTX vs OWL
-34.7%
+66.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.4% |
| 7D | -1.6% | -6.4% | +4.8% | -1.2% |
| 30D | -11.6% | -5.0% | -6.6% | -11.3% |
| 3M | +9.2% | +15.4% | -6.2% | +7.7% |
| 6M | -4.4% | +15.5% | -19.9% | -5.8% |
| YTD | +8.9% | -22.7% | +31.6% | +11.6% |
| 1Y | +32.1% | -34.1% | +66.2% | +37.0% |
| All | +32.1% | -34.7% | +66.8% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 1y: compounded portfolio wealth divided by compounded OWL 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…
1y analysis · Full analysis span regression · 6 months rolling