+165,963.5%
AAPL vs ARWR
-98.3%
+166,061.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +2.0% |
| 7D | +1.8% | -19.9% | +21.7% | +1.8% |
| 30D | +4.3% | -18.7% | +23.0% | +4.4% |
| 3M | +16.6% | -44.7% | +61.3% | +16.9% |
| 6M | +21.6% | -36.5% | +58.1% | +21.8% |
| YTD | +31.2% | -25.7% | +56.8% | +31.2% |
| 1Y | +29.6% | +18.9% | +10.6% | +29.4% |
| 3Y | +93.1% | +83.1% | +10.0% | +92.4% |
| 5Y | +146.2% | -34.9% | +181.1% | +145.6% |
| 10Y | +1,326.9% | +1,080.9% | +246.0% | +1,319.2% |
| All | +165,963.5% | -98.3% | +166,061.8% | +198,462.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling