+14,325.3%
TROW vs ALK
+839.9%
+13,485.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.5% |
| 7D | -1.3% | -0.7% | -0.7% | -1.1% |
| 30D | -4.5% | -19.2% | +14.7% | +2.1% |
| 3M | +3.9% | -1.5% | +5.4% | +3.1% |
| 6M | +22.6% | -13.1% | +35.6% | +24.7% |
| YTD | +10.1% | -16.4% | +26.6% | +12.7% |
| 1Y | +3.6% | -33.1% | +36.7% | +13.3% |
| 3Y | +12.4% | +0.6% | +11.8% | +2.3% |
| 5Y | -37.5% | -26.4% | -11.1% | -37.8% |
| 10Y | +130.0% | -34.2% | +164.1% | +111.0% |
| All | +14,325.3% | +839.9% | +13,485.4% | +4,033.8% |
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