+916.7%
APO vs TROW
+130.0%
+786.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.7% |
| 7D | -3.5% | -3.2% | -0.3% | -1.2% |
| 30D | -6.6% | -4.6% | -2.0% | -3.3% |
| 3M | -3.3% | -0.7% | -2.6% | -3.8% |
| 6M | +22.6% | +22.2% | +0.4% | +4.8% |
| YTD | -9.8% | +6.6% | -16.4% | -15.0% |
| 1Y | -3.9% | +5.8% | -9.7% | -8.9% |
| 3Y | +52.5% | +11.6% | +40.9% | +37.2% |
| 5Y | +134.0% | -38.9% | +172.9% | +219.8% |
| All | +916.7% | +130.0% | +786.6% | +547.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling