+979.9%
APA vs TROW
+14,513.4%
-13,533.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +1.0% | +1.4% |
| 7D | +8.5% | +0.5% | +8.1% | +8.3% |
| 30D | +2.8% | +9.3% | -6.6% | -0.6% |
| 3M | +21.7% | -0.9% | +22.6% | +21.5% |
| 6M | +32.6% | +8.3% | +24.3% | +27.7% |
| YTD | +103.7% | +10.6% | +93.1% | +93.5% |
| 1Y | +101.8% | +10.5% | +91.3% | +91.8% |
| 3Y | +48.1% | +36.5% | +11.5% | +31.6% |
| 5Y | +91.9% | -37.1% | +129.0% | +114.7% |
| 10Y | +8.4% | +125.2% | -116.8% | -11.4% |
| All | +979.9% | +14,513.4% | -13,533.5% | +335.2% |
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