+115.4%
TROW vs AMBA
+0.6%
+114.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.3% | +0.1% | -1.7% |
| 7D | -0.5% | +10.7% | -11.1% | -2.7% |
| 30D | +6.7% | -5.0% | +11.8% | +7.6% |
| 3M | -1.7% | -26.9% | +25.2% | +4.4% |
| 6M | +7.8% | -21.9% | +29.7% | +8.0% |
| YTD | +9.9% | -13.8% | +23.7% | +6.3% |
| 1Y | +8.7% | -36.1% | +44.8% | +12.1% |
| 3Y | +35.2% | +21.6% | +13.6% | +10.9% |
| 5Y | -37.5% | -68.8% | +31.3% | -35.3% |
| All | +115.4% | +0.6% | +114.7% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling