-4.4%
APO vs TROW
+17.3%
-21.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +6.0% | +2.1% | +4.4% |
| 7D | +8.2% | +8.2% | 0.0% | +3.2% |
| 30D | +6.4% | +8.3% | -1.9% | +1.5% |
| 3M | -7.4% | -1.6% | -5.9% | -6.9% |
| 6M | -4.2% | +11.9% | -16.1% | -13.3% |
| YTD | -14.1% | +14.3% | -28.5% | -24.6% |
| 1Y | -4.4% | +17.0% | -21.4% | -18.0% |
| All | -4.4% | +17.3% | -21.7% | -18.0% |
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