+985.8%
ASX vs TROW
+122.3%
+863.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.4% |
| 7D | +12.4% | +0.5% | +11.9% | +12.2% |
| 30D | -19.8% | +9.3% | -29.2% | -23.2% |
| 3M | -10.3% | -0.9% | -9.4% | -9.7% |
| 6M | +1.2% | +8.3% | -7.1% | -3.3% |
| YTD | +123.0% | +10.6% | +112.4% | +109.7% |
| 1Y | +145.4% | +10.5% | +134.9% | +130.5% |
| 3Y | +368.6% | +36.5% | +332.1% | +289.3% |
| 5Y | +486.0% | -37.1% | +523.1% | +592.1% |
| All | +985.8% | +122.3% | +863.5% | +783.7% |
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