+866.0%
APA vs TROW
+14,398.8%
-13,532.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.2% | +1.9% |
| 7D | -1.7% | +0.4% | -2.1% | -1.8% |
| 30D | +15.7% | -4.0% | +19.8% | +17.3% |
| 3M | +16.5% | +5.0% | +11.4% | +13.8% |
| 6M | +35.1% | +24.3% | +10.8% | +24.4% |
| YTD | +82.2% | +9.8% | +72.4% | +74.3% |
| 1Y | +102.5% | +6.4% | +96.0% | +95.6% |
| 3Y | +10.3% | +15.8% | -5.5% | +3.7% |
| 5Y | +166.1% | -37.3% | +203.4% | +199.9% |
| 10Y | -4.9% | +130.6% | -135.5% | -22.4% |
| All | +866.0% | +14,398.8% | -13,532.7% | +292.0% |
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