+18,888.1%
AME vs TROW
+14,398.8%
+4,489.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +2.8% | +0.4% | +2.4% | +2.6% |
| 30D | -6.3% | -4.0% | -2.2% | -5.1% |
| 3M | +5.4% | +5.0% | +0.4% | +3.5% |
| 6M | +7.4% | +24.3% | -16.9% | +0.2% |
| YTD | +16.2% | +9.8% | +6.4% | +12.3% |
| 1Y | +26.8% | +6.4% | +20.4% | +23.5% |
| 3Y | +57.5% | +15.8% | +41.7% | +47.9% |
| 5Y | +84.8% | -37.3% | +122.1% | +104.0% |
| 10Y | +424.3% | +130.6% | +293.7% | +299.5% |
| All | +18,888.1% | +14,398.8% | +4,489.3% | +7,079.2% |
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