+10,152.6%
RTX vs TROW
+14,513.4%
-4,360.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.5% | -0.1% |
| 7D | +4.8% | +0.5% | +4.3% | +4.6% |
| 30D | +6.5% | +9.3% | -2.9% | +3.4% |
| 3M | -9.6% | -0.9% | -8.7% | -9.6% |
| 6M | +12.3% | +8.3% | +4.0% | +9.1% |
| YTD | +9.5% | +10.6% | -1.2% | +5.2% |
| 1Y | +15.8% | +10.5% | +5.3% | +11.3% |
| 3Y | +157.0% | +36.5% | +120.5% | +126.4% |
| 5Y | +148.8% | -37.1% | +185.9% | +170.9% |
| 10Y | +264.0% | +125.2% | +138.8% | +166.3% |
| All | +10,152.6% | +14,513.4% | -4,360.8% | +3,001.0% |
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