+124.8%
TROW vs RBA
+206.5%
-81.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.8% | -5.0% | -2.5% |
| 7D | -3.2% | +0.1% | -3.3% | -3.3% |
| 30D | -4.6% | -2.9% | -1.7% | -3.8% |
| 3M | -0.7% | -20.9% | +20.3% | +6.6% |
| 6M | +22.2% | -17.7% | +39.9% | +29.0% |
| YTD | +6.6% | -18.2% | +24.8% | +12.3% |
| 1Y | +5.8% | -29.1% | +34.9% | +17.0% |
| 3Y | +11.6% | +29.5% | -17.9% | -1.2% |
| 5Y | -38.9% | +40.2% | -79.2% | -48.7% |
| All | +124.8% | +206.5% | -81.7% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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