+3.6%
TROW vs RRX
+14.9%
-11.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -1.3% | +3.4% | -4.8% | -1.7% |
| 30D | -4.5% | -11.1% | +6.6% | -3.1% |
| 3M | +3.9% | -23.7% | +27.6% | +6.7% |
| 6M | +22.6% | -22.0% | +44.6% | +24.6% |
| YTD | +10.1% | +16.5% | -6.3% | +2.1% |
| 1Y | +3.6% | +11.5% | -7.9% | -4.5% |
| All | +3.6% | +14.9% | -11.3% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling