+5.2%
AVTR vs TROW
+40.8%
-35.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | +7.4% | +0.4% | +7.0% | +7.2% |
| 30D | +12.2% | -4.0% | +16.2% | +14.5% |
| 3M | +57.4% | +5.0% | +52.4% | +52.7% |
| 6M | +86.7% | +24.3% | +62.3% | +66.5% |
| YTD | +33.1% | +9.8% | +23.3% | +26.0% |
| 1Y | +16.1% | +6.4% | +9.7% | +11.5% |
| 3Y | -24.6% | +15.8% | -40.4% | -31.7% |
| 5Y | -63.5% | -37.3% | -26.2% | -56.9% |
| All | +5.2% | +40.8% | -35.6% | -16.7% |
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 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