+23.5%
APD vs TROW
+9.7%
+13.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | 0.0% |
| 7D | +3.8% | +0.5% | +3.4% | +3.8% |
| 30D | +8.2% | +9.3% | -1.1% | +7.2% |
| 3M | +4.3% | -0.9% | +5.2% | +4.4% |
| 6M | +4.7% | +8.3% | -3.7% | +3.5% |
| YTD | +31.5% | +10.6% | +20.9% | +28.0% |
| 1Y | +23.5% | +10.5% | +13.0% | +20.2% |
| All | +23.5% | +9.7% | +13.8% | +20.2% |
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 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