+352.8%
APH vs TROW
-36.6%
+389.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +0.2% | +0.4% | -0.2% | 0.0% |
| 30D | -3.3% | -4.0% | +0.7% | -1.5% |
| 3M | +14.0% | +5.0% | +9.0% | +10.4% |
| 6M | +24.4% | +24.3% | +0.1% | +10.4% |
| YTD | +21.4% | +9.8% | +11.7% | +14.4% |
| 1Y | +48.9% | +6.4% | +42.5% | +42.0% |
| 3Y | +290.1% | +15.8% | +274.3% | +250.6% |
| 5Y | +352.8% | -37.3% | +390.1% | +430.4% |
| All | +352.8% | -36.6% | +389.5% | +430.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling