+344.9%
AHR vs ARWR
+160.3%
+184.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -1.3% |
| 7D | -4.3% | -3.2% | -1.1% | -4.1% |
| 30D | -3.1% | -6.5% | +3.4% | -2.7% |
| 3M | +15.7% | +12.7% | +3.0% | +14.5% |
| 6M | +4.1% | +36.2% | -32.1% | +1.4% |
| YTD | +15.4% | +24.5% | -9.0% | +12.9% |
| 1Y | +28.0% | +198.0% | -170.0% | +16.1% |
| All | +344.9% | +160.3% | +184.6% | +289.4% |
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