+149,311.8%
AAPL vs ARWR
-97.0%
+149,408.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.8% |
| 6M | +22.1% | +32.6% | -10.5% | +22.0% |
| YTD | +18.0% | +30.0% | -12.0% | +17.9% |
| 1Y | +33.9% | +208.4% | -174.4% | +33.4% |
| 3Y | +71.2% | +208.8% | -137.6% | +70.2% |
| 5Y | +112.6% | +27.8% | +84.8% | +111.7% |
| 10Y | +1,198.8% | +1,107.6% | +91.2% | +1,189.5% |
| All | +149,311.8% | -97.0% | +149,408.9% | +178,237.3% |
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 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