-38.3%
TROW vs RCAT
+184.3%
-222.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.5% | +5.0% | -1.1% |
| 7D | -1.5% | -2.3% | +0.8% | -1.4% |
| 30D | -5.3% | -18.7% | +13.4% | -4.2% |
| 3M | +2.9% | -29.3% | +32.2% | +4.5% |
| 6M | +22.2% | -42.3% | +64.5% | +24.2% |
| YTD | +8.1% | +2.5% | +5.6% | +5.4% |
| 1Y | +5.8% | -5.7% | +11.5% | +2.6% |
| 3Y | +14.0% | +764.9% | -750.9% | -6.8% |
| 5Y | -38.3% | +182.3% | -220.6% | -48.3% |
| All | -38.3% | +184.3% | -222.5% | -48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling