-90.5%
AMIX vs TROW
+12.9%
-103.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +2.2% | +9.6% | +8.6% |
| 7D | +1.2% | +4.7% | -3.5% | -5.8% |
| 30D | -45.3% | +5.4% | -50.7% | -49.7% |
| 3M | -83.1% | -1.6% | -81.5% | -82.5% |
| 6M | -76.9% | +7.8% | -84.7% | -75.5% |
| YTD | -85.3% | +12.6% | -97.8% | -84.5% |
| All | -90.5% | +12.9% | -103.4% | -89.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling