+521.9%
BKR vs TROW
+14,151.0%
-13,629.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.2% | -6.5% | -6.6% |
| 7D | -6.7% | -3.0% | -3.7% | -5.7% |
| 30D | -8.3% | -5.5% | -2.9% | -6.7% |
| 3M | -5.4% | +2.3% | -7.7% | -6.5% |
| 6M | +0.8% | +23.9% | -23.1% | -6.7% |
| YTD | +31.8% | +7.9% | +24.0% | +27.5% |
| 1Y | +28.6% | +6.1% | +22.4% | +24.9% |
| 3Y | +71.2% | +13.8% | +57.4% | +61.0% |
| 5Y | +179.2% | -38.2% | +217.4% | +211.7% |
| 10Y | +124.0% | +131.3% | -7.3% | +66.4% |
| All | +521.9% | +14,151.0% | -13,629.1% | +135.5% |
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