+1,766.1%
APO vs TROW
+182.1%
+1,583.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | +0.4% |
| 7D | -1.0% | -1.5% | +0.5% | 0.0% |
| 30D | -0.4% | -5.3% | +4.9% | +3.4% |
| 3M | -0.9% | +2.9% | -3.8% | -3.7% |
| 6M | +22.1% | +22.2% | -0.1% | +5.3% |
| YTD | -8.4% | +8.1% | -16.5% | -14.1% |
| 1Y | -0.9% | +5.8% | -6.8% | -5.7% |
| 3Y | +56.1% | +14.0% | +42.1% | +39.6% |
| 5Y | +136.0% | -38.3% | +174.3% | +213.1% |
| 10Y | +949.3% | +131.7% | +817.7% | +474.0% |
| All | +1,766.1% | +182.1% | +1,583.9% | +784.0% |
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 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