+28.4%
RTX vs RGTI
-0.2%
+28.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -5.2% | -2.5% | -2.7% | -5.1% |
| 30D | -9.4% | -9.4% | 0.0% | -9.2% |
| 3M | +12.3% | -37.1% | +49.4% | +13.2% |
| 6M | -3.1% | -14.4% | +11.3% | -3.7% |
| YTD | +10.7% | -31.4% | +42.0% | +10.4% |
| 1Y | +28.4% | +0.5% | +27.9% | +36.0% |
| All | +28.4% | -0.2% | +28.6% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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