+1,007.5%
ASX vs TROW
+130.0%
+877.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.2% | +6.8% | +6.7% |
| 7D | +0.8% | -1.7% | +2.5% | +2.2% |
| 30D | -20.4% | +6.4% | -26.9% | -22.7% |
| 3M | -2.1% | -1.5% | -0.7% | -1.3% |
| 6M | +8.2% | +8.3% | -0.1% | +3.5% |
| YTD | +137.3% | +12.4% | +124.8% | +121.3% |
| 1Y | +155.0% | +12.4% | +142.6% | +137.4% |
| 3Y | +397.9% | +38.3% | +359.6% | +311.3% |
| 5Y | +529.2% | -35.2% | +564.4% | +630.8% |
| 10Y | +1,007.5% | +128.8% | +878.7% | +841.6% |
| All | +1,007.5% | +130.0% | +877.5% | +841.6% |
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