-46.2%
APP vs TROW
+6.2%
-52.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -1.1% |
| 7D | -4.4% | -1.5% | -2.9% | -3.4% |
| 30D | -10.0% | -5.3% | -4.7% | -6.5% |
| 3M | -41.4% | +2.9% | -44.4% | -41.4% |
| 6M | -41.0% | +22.2% | -63.2% | -47.4% |
| YTD | -54.7% | +8.1% | -62.8% | -57.7% |
| All | -46.2% | +6.2% | -52.4% | -49.6% |
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