+147.3%
RTX vs RKT
-2.0%
+149.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.9% | +6.9% | +2.3% |
| 7D | -1.7% | +4.6% | -6.4% | -2.0% |
| 30D | +7.7% | +25.9% | -18.2% | +6.2% |
| 3M | -10.3% | +5.0% | -15.4% | -10.8% |
| 6M | +14.6% | -7.9% | +22.5% | +14.6% |
| YTD | +10.4% | -25.4% | +35.7% | +11.3% |
| 1Y | +13.5% | -15.4% | +28.9% | +13.5% |
| 3Y | +158.6% | +83.3% | +75.3% | +128.6% |
| 5Y | +147.3% | -0.8% | +148.1% | +148.4% |
| All | +147.3% | -2.0% | +149.2% | +148.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling