+5,927.3%
APD vs TROW
+14,446.5%
-8,519.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.7% |
| 7D | -2.2% | -1.3% | -0.9% | -1.8% |
| 30D | +2.1% | -4.5% | +6.6% | +3.6% |
| 3M | +7.2% | +3.9% | +3.3% | +5.6% |
| 6M | +11.2% | +22.6% | -11.3% | +3.8% |
| YTD | +24.4% | +10.1% | +14.3% | +19.6% |
| 1Y | +6.7% | +3.6% | +3.1% | +4.5% |
| 3Y | +9.2% | +12.4% | -3.2% | +3.1% |
| 5Y | +27.4% | -37.5% | +64.8% | +40.4% |
| 10Y | +164.8% | +130.0% | +34.9% | +92.6% |
| All | +5,927.3% | +14,446.5% | -8,519.2% | +1,667.2% |
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