-27.1%
RKT vs TROW
-0.9%
-26.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.8% |
| 7D | -6.3% | -3.2% | -3.1% | -3.9% |
| 30D | -6.2% | -4.6% | -1.6% | -2.6% |
| 3M | -1.9% | -0.7% | -1.2% | -1.4% |
| 6M | -13.0% | +22.2% | -35.2% | -25.1% |
| YTD | -31.9% | +6.6% | -38.6% | -35.5% |
| 1Y | -37.6% | +5.8% | -43.4% | -40.8% |
| 3Y | +36.8% | +11.6% | +25.2% | +22.7% |
| 5Y | -9.7% | -38.9% | +29.2% | +13.9% |
| All | -27.1% | -0.9% | -26.1% | -30.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling