+17.0%
TROW vs TKO
+5.6%
+11.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +3.4% | +2.6% | +5.5% |
| 7D | +8.2% | +11.3% | -3.0% | +6.8% |
| 30D | +8.3% | +9.3% | -1.0% | +7.0% |
| 3M | -1.6% | +5.3% | -6.9% | -2.4% |
| 6M | +11.9% | +4.9% | +7.0% | +10.7% |
| YTD | +14.3% | -6.3% | +20.6% | +15.2% |
| 1Y | +17.0% | +4.9% | +12.1% | +16.7% |
| All | +17.0% | +5.6% | +11.4% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 TKO 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