+82.6%
AAPL vs ARWR
+197.7%
-115.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.5% |
| 7D | +0.1% | +1.7% | -1.6% | -0.1% |
| 30D | +3.0% | -0.7% | +3.6% | +3.0% |
| 3M | +2.9% | +14.9% | -12.0% | +1.2% |
| 6M | +22.1% | +32.6% | -10.5% | +18.0% |
| YTD | +18.0% | +30.0% | -12.0% | +14.0% |
| 1Y | +33.9% | +208.4% | -174.4% | +16.8% |
| All | +82.6% | +197.7% | -115.1% | +46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling