+1,237.1%
AAPL vs ARWR
+978.7%
+258.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | 0.0% |
| 7D | -3.0% | -3.2% | +0.2% | -2.6% |
| 30D | +2.3% | -6.5% | +8.7% | +3.0% |
| 3M | +8.6% | +12.7% | -4.1% | +6.8% |
| 6M | +21.6% | +36.2% | -14.6% | +16.6% |
| YTD | +16.3% | +24.5% | -8.2% | +12.4% |
| 1Y | +35.1% | +198.0% | -162.9% | +17.2% |
| 3Y | +79.4% | +176.4% | -97.0% | +48.8% |
| 5Y | +109.8% | +26.6% | +83.3% | +82.9% |
| 10Y | +1,237.1% | +1,054.1% | +183.0% | +854.3% |
| All | +1,237.1% | +978.7% | +258.4% | +854.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling