+1,131.8%
TROW vs RCAT
-100.0%
+1,231.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -1.0% |
| 7D | -1.3% | -1.4% | +0.1% | -1.3% |
| 30D | -4.5% | -3.3% | -1.2% | -4.5% |
| 3M | +3.9% | -43.2% | +47.1% | +3.9% |
| 6M | +22.6% | -43.2% | +65.7% | +22.6% |
| YTD | +10.1% | +5.5% | +4.6% | +10.1% |
| 1Y | +3.6% | -1.6% | +5.2% | +3.6% |
| 3Y | +12.4% | +773.7% | -761.3% | +12.3% |
| 5Y | -37.5% | +187.6% | -225.1% | -37.5% |
| 10Y | +130.0% | -98.5% | +228.4% | +133.8% |
| All | +1,131.8% | -100.0% | +1,231.8% | +1,385.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling