+1,367.3%
AAPL vs ARWR
+1,024.2%
+343.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.2% |
| 7D | +4.1% | -17.8% | +22.0% | +6.2% |
| 30D | +4.0% | -18.1% | +22.1% | +6.0% |
| 3M | +16.8% | -44.2% | +61.0% | +24.0% |
| 6M | +19.4% | -38.6% | +58.0% | +24.9% |
| YTD | +31.5% | -28.0% | +59.5% | +34.3% |
| 1Y | +31.0% | +16.1% | +14.8% | +25.7% |
| 3Y | +95.3% | +84.0% | +11.3% | +68.1% |
| 5Y | +143.4% | -35.4% | +178.7% | +126.6% |
| All | +1,367.3% | +1,024.2% | +343.1% | +988.5% |
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