-52.2%
RDDT vs TROW
+12.7%
-65.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -3.4% | -4.5% | -4.2% |
| 7D | -27.6% | +2.0% | -29.6% | -28.2% |
| 30D | -37.0% | +4.9% | -42.0% | -39.3% |
| 3M | -39.6% | -4.3% | -35.3% | -36.4% |
| 6M | -45.3% | +7.0% | -52.3% | -46.0% |
| YTD | -59.2% | +10.4% | -69.6% | -61.5% |
| 1Y | -52.2% | +11.8% | -64.0% | -55.3% |
| All | -52.2% | +12.7% | -65.0% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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