-92.1%
AAOX vs TROW
+32.4%
-124.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +6.0% | -20.9% | -18.8% |
| 7D | -50.3% | +8.2% | -58.5% | -53.2% |
| 30D | -79.8% | +8.3% | -88.2% | -81.0% |
| 3M | -85.9% | -1.6% | -84.3% | -85.6% |
| 6M | -95.7% | +11.9% | -107.6% | -95.8% |
| All | -92.1% | +32.4% | -124.5% | -89.6% |
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