+14,643.1%
TROW vs ALK
+832.3%
+13,810.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +7.1% | -4.9% | -0.1% |
| 7D | +4.7% | +8.9% | -4.2% | +1.7% |
| 30D | +5.4% | +5.9% | -0.6% | +3.1% |
| 3M | -1.6% | -16.5% | +14.9% | +3.6% |
| 6M | +7.8% | +2.1% | +5.7% | +4.7% |
| YTD | +12.6% | -17.1% | +29.7% | +14.9% |
| 1Y | +13.6% | -2.9% | +16.5% | +9.6% |
| 3Y | +36.6% | +24.5% | +12.1% | +15.2% |
| 5Y | -36.7% | -29.1% | -7.6% | -36.4% |
| 10Y | +136.3% | -39.1% | +175.4% | +121.8% |
| All | +14,643.1% | +832.3% | +13,810.8% | +4,114.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling