+124.8%
TROW vs RCAT
-98.5%
+223.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -1.2% |
| 7D | -3.2% | -4.9% | +1.7% | -3.1% |
| 30D | -4.6% | -22.9% | +18.3% | -4.4% |
| 3M | -0.7% | -33.7% | +33.1% | -0.4% |
| 6M | +22.2% | -50.7% | +72.9% | +22.6% |
| YTD | +6.6% | +0.4% | +6.3% | +6.4% |
| 1Y | +5.8% | -27.6% | +33.5% | +5.7% |
| 3Y | +11.6% | +753.2% | -741.6% | +9.7% |
| 5Y | -38.9% | +183.3% | -222.2% | -39.9% |
| All | +124.8% | -98.5% | +223.3% | +130.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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