+32.1%
RTX vs RKT
-33.8%
+65.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.1% | -0.5% |
| 7D | -1.6% | -1.0% | -0.7% | -1.6% |
| 30D | -11.6% | -2.4% | -9.2% | -11.5% |
| 3M | +9.2% | +1.9% | +7.3% | +8.7% |
| 6M | -4.4% | -13.9% | +9.4% | -4.1% |
| YTD | +8.9% | -30.6% | +39.5% | +9.6% |
| 1Y | +32.1% | -34.4% | +66.5% | +34.0% |
| All | +32.1% | -33.8% | +65.9% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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