+6.1%
TROW vs ALK
-35.4%
+41.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -3.0% | -3.1% | +0.1% | -2.5% |
| 30D | -5.5% | -17.1% | +11.7% | -2.5% |
| 3M | +2.3% | -3.8% | +6.0% | +2.5% |
| 6M | +23.9% | -5.3% | +29.2% | +23.4% |
| YTD | +7.9% | -20.3% | +28.2% | +10.6% |
| 1Y | +6.1% | -36.0% | +42.1% | +10.0% |
| All | +6.1% | -35.4% | +41.5% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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 · 6 months rolling