+132.1%
APO vs TROW
-38.9%
+171.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.2% | -2.2% |
| 7D | -4.9% | -3.0% | -1.9% | -2.9% |
| 30D | -8.4% | -5.5% | -3.0% | -4.9% |
| 3M | -2.1% | +2.3% | -4.3% | -4.5% |
| 6M | +19.2% | +23.9% | -4.7% | +1.6% |
| YTD | -10.5% | +7.9% | -18.4% | -16.2% |
| 1Y | -2.7% | +6.1% | -8.8% | -7.8% |
| 3Y | +52.5% | +13.8% | +38.7% | +36.0% |
| 5Y | +132.1% | -38.2% | +170.3% | +221.3% |
| All | +132.1% | -38.9% | +171.0% | +221.3% |
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 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