+3,354.6%
ASX vs TROW
+891.1%
+2,463.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.1% | +3.2% | +3.2% |
| 7D | -9.1% | +4.4% | -13.5% | -10.8% |
| 30D | -23.6% | +5.5% | -29.0% | -25.3% |
| 3M | -5.6% | -1.3% | -4.3% | -4.9% |
| 6M | +4.7% | +7.9% | -3.2% | +0.7% |
| YTD | +122.6% | +12.6% | +110.0% | +109.0% |
| 1Y | +133.0% | +13.3% | +119.7% | +117.8% |
| 3Y | +367.1% | +38.6% | +328.5% | +294.2% |
| 5Y | +504.7% | -34.7% | +539.5% | +610.8% |
| 10Y | +887.2% | +129.9% | +757.3% | +522.1% |
| All | +3,354.6% | +891.1% | +2,463.6% | +576.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling