+12,882.1%
BLK vs TROW
+1,507.1%
+11,375.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.3% |
| 7D | -3.3% | -3.2% | -0.1% | -1.4% |
| 30D | -6.5% | -4.6% | -1.9% | -3.9% |
| 3M | +6.7% | -0.7% | +7.4% | +6.7% |
| 6M | +14.7% | +22.2% | -7.5% | +1.5% |
| YTD | +2.5% | +6.6% | -4.1% | -1.9% |
| 1Y | -2.8% | +5.8% | -8.6% | -6.6% |
| 3Y | +65.9% | +11.6% | +54.3% | +52.0% |
| 5Y | +33.0% | -38.9% | +71.9% | +70.2% |
| 10Y | +281.2% | +128.5% | +152.7% | +125.9% |
| All | +12,882.1% | +1,507.1% | +11,375.0% | +3,356.2% |
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