-41.6%
ACHR vs ARWR
+29.5%
-71.2%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.6% |
| 7D | +4.9% | +2.9% | +2.0% | +3.8% |
| 30D | +4.3% | -2.9% | +7.2% | +5.3% |
| 3M | +1.7% | +15.2% | -13.5% | -4.7% |
| 6M | -6.9% | +42.3% | -49.1% | -20.0% |
| YTD | -22.5% | +28.2% | -50.7% | -31.2% |
| 1Y | -31.5% | +213.2% | -244.7% | -57.5% |
| 3Y | -14.4% | +184.6% | -199.0% | -52.0% |
| 5Y | -41.6% | +29.2% | -70.9% | -61.7% |
| All | -41.6% | +29.5% | -71.2% | -61.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling