+380.4%
AHR vs ARWR
+50.5%
+329.9%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.5% |
| 7D | -0.2% | -17.8% | +17.6% | +0.8% |
| 30D | +10.2% | -18.1% | +28.4% | +11.4% |
| 3M | +8.3% | -44.2% | +52.5% | +12.0% |
| 6M | +13.0% | -38.6% | +51.7% | +15.9% |
| YTD | +24.6% | -28.0% | +52.7% | +25.8% |
| 1Y | +22.2% | +16.1% | +6.1% | +18.4% |
| All | +380.4% | +50.5% | +329.9% | +333.7% |
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