+992.0%
ASX vs TROW
+128.2%
+863.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.1% | +4.3% |
| 7D | +11.1% | -1.5% | +12.6% | +11.9% |
| 30D | +9.6% | -5.3% | +14.9% | +12.6% |
| 3M | +18.6% | +2.9% | +15.7% | +16.2% |
| 6M | +92.1% | +22.2% | +69.9% | +72.3% |
| YTD | +158.5% | +8.1% | +150.4% | +145.6% |
| 1Y | +271.9% | +5.8% | +266.1% | +256.2% |
| 3Y | +465.2% | +14.0% | +451.2% | +414.1% |
| 5Y | +479.4% | -38.3% | +517.7% | +585.0% |
| 10Y | +992.0% | +131.7% | +860.3% | +851.6% |
| All | +992.0% | +128.2% | +863.8% | +851.6% |
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 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