+106.5%
APA vs TROW
+12.7%
+93.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.2% | -2.9% |
| 7D | -15.6% | +2.0% | -17.5% | -15.0% |
| 30D | -0.9% | +4.9% | -5.8% | +0.1% |
| 3M | +26.1% | -4.3% | +30.4% | +25.9% |
| 6M | +6.1% | +7.0% | -0.9% | +5.6% |
| YTD | +82.8% | +10.4% | +72.4% | +81.5% |
| 1Y | +106.5% | +11.8% | +94.7% | +104.6% |
| All | +106.5% | +12.7% | +93.7% | +104.6% |
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