+14.7%
RTX vs ROIV
+97.8%
-83.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.1% | -8.7% | -3.0% |
| 7D | +1.3% | +3.0% | -1.7% | +1.2% |
| 30D | +7.6% | +6.8% | +0.8% | +7.2% |
| 3M | -8.6% | +10.5% | -19.2% | -9.4% |
| 6M | +15.6% | +34.8% | -19.2% | +12.1% |
| YTD | +9.4% | +76.2% | -66.8% | +3.3% |
| 1Y | +14.7% | +92.4% | -77.7% | +5.2% |
| All | +14.7% | +97.8% | -83.2% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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