+285.8%
RTX vs RKT
-7.0%
+292.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.5% | -0.6% |
| 7D | -5.2% | +2.1% | -7.3% | -5.2% |
| 30D | -9.4% | +1.4% | -10.8% | -9.5% |
| 3M | +12.3% | +6.3% | +6.0% | +11.8% |
| 6M | -3.1% | -15.5% | +12.3% | -2.8% |
| YTD | +10.7% | -27.4% | +38.0% | +11.5% |
| 1Y | +28.4% | -26.6% | +55.0% | +29.2% |
| 3Y | +147.1% | +41.2% | +105.8% | +136.1% |
| 5Y | +167.2% | -6.4% | +173.7% | +153.8% |
| All | +285.8% | -7.0% | +292.9% | +262.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling