+24.5%
ALK vs ARWR
+79.9%
-55.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -15.3% | +22.4% | +9.5% |
| 7D | +8.9% | -17.3% | +26.2% | +11.8% |
| 30D | +5.9% | -21.5% | +27.5% | +9.7% |
| 3M | -16.5% | -43.8% | +27.3% | -9.0% |
| 6M | +2.1% | -32.3% | +34.4% | +7.3% |
| YTD | -17.1% | -25.8% | +8.7% | -14.7% |
| 1Y | -2.9% | +25.5% | -28.4% | -8.4% |
| 3Y | +24.5% | +84.1% | -59.7% | 0.0% |
| All | +24.5% | +79.9% | -55.4% | 0.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling