+184.8%
TROW vs AMBA
+837.3%
-652.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.8% |
| 7D | -1.3% | -11.0% | +9.6% | +0.8% |
| 30D | -4.5% | -23.2% | +18.6% | 0.0% |
| 3M | +3.9% | -12.7% | +16.6% | +3.6% |
| 6M | +22.6% | +11.2% | +11.4% | +14.9% |
| YTD | +10.1% | -11.2% | +21.4% | +7.4% |
| 1Y | +3.6% | -22.5% | +26.1% | +2.5% |
| 3Y | +12.4% | -1.3% | +13.7% | +1.0% |
| 5Y | -37.5% | -54.2% | +16.7% | -39.3% |
| 10Y | +130.0% | -6.1% | +136.1% | +82.1% |
| All | +184.8% | +837.3% | -652.5% | +59.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling