+127,577.9%
AAPL vs TROW
+13,984.0%
+113,593.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +2.1% |
| 7D | +3.8% | -3.2% | +7.0% | +5.0% |
| 30D | +9.9% | -4.6% | +14.5% | +11.7% |
| 3M | +12.5% | -0.7% | +13.1% | +12.6% |
| 6M | +27.6% | +22.2% | +5.4% | +19.0% |
| YTD | +22.6% | +6.6% | +15.9% | +19.2% |
| 1Y | +45.0% | +5.8% | +39.2% | +41.2% |
| 3Y | +87.8% | +11.6% | +76.2% | +77.8% |
| 5Y | +128.7% | -38.9% | +167.6% | +160.5% |
| 10Y | +1,308.9% | +128.5% | +1,180.3% | +947.6% |
| All | +127,577.9% | +13,984.0% | +113,593.8% | +33,483.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling