+146.5%
ASX vs TROW
+17.3%
+129.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +6.0% | -9.9% | -5.7% |
| 7D | -14.6% | +8.2% | -22.8% | -16.7% |
| 30D | -21.1% | +8.3% | -29.4% | -23.0% |
| 3M | -3.1% | -1.6% | -1.5% | -2.5% |
| 6M | +17.4% | +11.9% | +5.5% | +12.2% |
| YTD | +135.3% | +14.3% | +121.0% | +115.2% |
| 1Y | +146.5% | +17.0% | +129.5% | +120.5% |
| All | +146.5% | +17.3% | +129.2% | +120.5% |
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