+127,881.2%
APH vs TROW
+11,517.8%
+116,363.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.0% |
| 7D | -5.0% | +4.4% | -9.4% | -6.6% |
| 30D | -8.4% | +5.5% | -13.8% | -10.2% |
| 3M | -4.5% | -1.3% | -3.2% | -4.3% |
| 6M | +25.3% | +7.9% | +17.4% | +21.0% |
| YTD | +18.9% | +12.6% | +6.3% | +12.9% |
| 1Y | +11.9% | +13.3% | -1.4% | +5.9% |
| 3Y | +278.0% | +38.6% | +239.4% | +230.4% |
| 5Y | +306.4% | -34.7% | +341.2% | +355.4% |
| 10Y | +955.2% | +129.9% | +825.2% | +651.7% |
| All | +127,881.2% | +11,517.8% | +116,363.4% | +36,252.3% |
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