+29.7%
AAPL vs ARWR
+20.0%
+9.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | +5.0% | -17.7% | +22.7% | +5.9% |
| 30D | +3.5% | -21.9% | +25.4% | +4.7% |
| 3M | +13.1% | -44.5% | +57.6% | +16.5% |
| 6M | +19.0% | -32.6% | +51.6% | +21.1% |
| YTD | +28.5% | -26.2% | +54.7% | +29.2% |
| 1Y | +29.7% | +23.0% | +6.7% | +27.4% |
| All | +29.7% | +20.0% | +9.8% | +27.4% |
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