+11.1%
SKDD vs TROW
-3.8%
+14.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +28.6% | -3.4% | +32.0% | +27.0% |
| 7D | +60.6% | +2.0% | +58.6% | +58.3% |
| 30D | +76.2% | +4.9% | +71.3% | +74.5% |
| 3M | -4.6% | -4.3% | -0.3% | -0.8% |
| All | +11.1% | -3.8% | +14.8% | +15.5% |
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 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 · Available span rolling