+343.3%
AHR vs ARWR
+160.9%
+182.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -2.1% | -4.0% | +2.0% | -1.8% |
| 30D | +1.9% | -5.0% | +6.9% | +2.2% |
| 3M | +15.7% | +11.3% | +4.3% | +14.6% |
| 6M | +2.5% | +42.6% | -40.1% | -0.5% |
| YTD | +15.0% | +24.8% | -9.8% | +12.5% |
| 1Y | +28.1% | +178.8% | -150.7% | +16.9% |
| All | +343.3% | +160.9% | +182.4% | +288.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling