+16.0%
AA vs TROW
+17.3%
-1.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.0% | -3.2% | +0.2% |
| 7D | +0.9% | +8.2% | -7.3% | -2.4% |
| 30D | -6.4% | +8.3% | -14.8% | -9.6% |
| 3M | -13.0% | -1.6% | -11.4% | -12.2% |
| 6M | -34.6% | +11.9% | -46.5% | -39.1% |
| YTD | -23.0% | +14.3% | -37.4% | -31.3% |
| 1Y | +16.0% | +17.0% | -1.0% | -0.4% |
| All | +16.0% | +17.3% | -1.3% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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