+1,078.2%
KEY vs TROW
+14,446.5%
-13,368.3%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.8% |
| 7D | +2.2% | -1.3% | +3.5% | +2.9% |
| 30D | -3.0% | -4.5% | +1.5% | -0.6% |
| 3M | +3.3% | +3.9% | -0.5% | +0.6% |
| 6M | +9.2% | +22.6% | -13.4% | -2.8% |
| YTD | +10.6% | +10.1% | +0.5% | +3.9% |
| 1Y | +20.4% | +3.6% | +16.8% | +16.8% |
| 3Y | +121.8% | +12.4% | +109.4% | +107.6% |
| 5Y | +41.1% | -37.5% | +78.6% | +75.7% |
| 10Y | +168.5% | +130.0% | +38.6% | +75.6% |
| All | +1,078.2% | +14,446.5% | -13,368.3% | +187.9% |
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