-99.5%
AMC vs TROW
-36.6%
-62.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.1% |
| 7D | -0.8% | +0.4% | -1.2% | -1.2% |
| 30D | -1.2% | -4.0% | +2.9% | +2.6% |
| 3M | +42.2% | +5.0% | +37.2% | +34.7% |
| 6M | +118.8% | +24.3% | +94.5% | +78.0% |
| YTD | +64.1% | +9.8% | +54.3% | +47.7% |
| 1Y | -9.5% | +6.4% | -16.0% | -16.7% |
| 3Y | -64.3% | +15.8% | -80.1% | -71.0% |
| 5Y | -99.5% | -37.3% | -62.2% | -99.1% |
| All | -99.5% | -36.6% | -62.8% | -99.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling