+40.8%
KEY vs TROW
-36.6%
+77.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.5% |
| 7D | +2.7% | +0.4% | +2.3% | +2.5% |
| 30D | -3.2% | -4.0% | +0.8% | -0.6% |
| 3M | +1.0% | +5.0% | -4.1% | -3.2% |
| 6M | +11.9% | +24.3% | -12.5% | -4.7% |
| YTD | +8.7% | +9.8% | -1.1% | +0.3% |
| 1Y | +18.5% | +6.4% | +12.0% | +11.6% |
| 3Y | +124.0% | +15.8% | +108.2% | +98.6% |
| 5Y | +40.8% | -37.3% | +78.1% | +65.3% |
| All | +40.8% | -36.6% | +77.5% | +65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling