+10,266.7%
RTX vs TROW
+14,446.5%
-4,179.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.4% |
| 7D | -5.2% | -1.3% | -3.8% | -4.8% |
| 30D | -9.4% | -4.5% | -4.9% | -8.1% |
| 3M | +12.3% | +3.9% | +8.4% | +10.7% |
| 6M | -3.1% | +22.6% | -25.7% | -9.4% |
| YTD | +10.7% | +10.1% | +0.5% | +6.7% |
| 1Y | +28.4% | +3.6% | +24.8% | +25.9% |
| 3Y | +147.1% | +12.4% | +134.7% | +131.4% |
| 5Y | +167.2% | -37.5% | +204.7% | +191.5% |
| 10Y | +274.7% | +130.0% | +144.8% | +172.8% |
| All | +10,266.7% | +14,446.5% | -4,179.8% | +3,045.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling