+21.6%
ACI vs TROW
+13.3%
+8.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.2% | +4.4% | +3.4% |
| 7D | -3.7% | -3.2% | -0.6% | -3.3% |
| 30D | +0.6% | -4.6% | +5.2% | +1.2% |
| 3M | -20.3% | -0.7% | -19.7% | -20.3% |
| 6M | -24.7% | +22.2% | -46.9% | -26.8% |
| YTD | -27.2% | +6.6% | -33.9% | -28.0% |
| 1Y | -32.7% | +5.8% | -38.5% | -33.4% |
| 3Y | -43.9% | +11.6% | -55.5% | -45.5% |
| 5Y | -38.9% | -38.9% | +0.1% | -37.6% |
| All | +21.6% | +13.3% | +8.2% | +11.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling