+56.8%
RGTI vs TROW
-39.3%
+96.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.9% |
| 7D | +0.5% | -3.2% | +3.6% | +3.9% |
| 30D | -17.1% | -4.6% | -12.5% | -13.1% |
| 3M | -26.0% | -0.7% | -25.3% | -26.3% |
| 6M | -9.9% | +22.2% | -32.1% | -26.8% |
| YTD | -31.1% | +6.6% | -37.7% | -35.4% |
| 1Y | -8.5% | +5.8% | -14.3% | -12.1% |
| 3Y | +652.2% | +11.6% | +640.6% | +614.1% |
| All | +56.8% | -39.3% | +96.1% | +69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling