+22.2%
ACI vs TROW
+16.7%
+5.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -2.9% | -3.2% |
| 7D | -2.6% | +0.4% | -3.0% | -2.6% |
| 30D | +1.1% | -4.0% | +5.1% | +1.6% |
| 3M | -23.6% | +5.0% | -28.7% | -24.2% |
| 6M | -29.9% | +24.3% | -54.3% | -32.1% |
| YTD | -26.9% | +9.8% | -36.6% | -28.0% |
| 1Y | -34.2% | +6.4% | -40.7% | -35.0% |
| 3Y | -43.6% | +15.8% | -59.4% | -45.5% |
| 5Y | -42.4% | -37.3% | -5.1% | -41.4% |
| All | +22.2% | +16.7% | +5.5% | +11.1% |
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