-12.8%
BKNG vs TROW
+0.2%
-13.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | 0.0% | -0.5% |
| 7D | -6.0% | -1.3% | -4.7% | -5.4% |
| 30D | -6.6% | -4.5% | -2.1% | -4.5% |
| 3M | +15.7% | +3.9% | +11.8% | +13.4% |
| 6M | +14.1% | +22.6% | -8.4% | +1.8% |
| YTD | -9.3% | +10.1% | -19.5% | -14.8% |
| 1Y | -12.8% | +3.6% | -16.3% | -17.1% |
| All | -12.8% | +0.2% | -13.0% | -17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling