+39.2%
XLK vs RTX
+29.4%
+9.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +0.2% | -1.5% | +1.8% | +0.2% |
| 30D | -0.6% | -11.0% | +10.3% | -0.4% |
| 3M | +2.6% | +7.7% | -5.1% | +1.9% |
| 6M | +34.0% | -3.9% | +37.9% | +35.7% |
| YTD | +30.7% | +9.0% | +21.7% | +29.2% |
| 1Y | +39.2% | +27.3% | +11.9% | +34.4% |
| All | +39.2% | +29.4% | +9.8% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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