+29.9%
AAPL vs ARWR
+59.7%
-29.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.6% | +1.7% | +5.1% |
| 7D | +1.7% | +2.4% | -0.7% | +1.5% |
| 30D | +5.0% | -1.1% | +6.1% | +5.0% |
| 3M | +13.1% | -31.2% | +44.3% | +15.3% |
| 6M | +26.5% | -19.3% | +45.8% | +27.7% |
| YTD | +28.9% | -7.1% | +36.1% | +28.2% |
| 1Y | +29.9% | +62.9% | -33.0% | +26.1% |
| All | +29.9% | +59.7% | -29.8% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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