+40.2%
APH vs TROW
+5.3%
+34.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.1% |
| 7D | +1.6% | -1.5% | +3.1% | +2.0% |
| 30D | -3.0% | -5.3% | +2.3% | -1.6% |
| 3M | +5.7% | +2.9% | +2.8% | +2.7% |
| 6M | +20.0% | +22.2% | -2.2% | +6.8% |
| YTD | +20.8% | +8.1% | +12.7% | +12.2% |
| 1Y | +40.2% | +5.8% | +34.4% | +31.2% |
| All | +40.2% | +5.3% | +34.9% | +31.2% |
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