-99.9%
AMIX vs ARWR
+44.5%
-144.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -4.5% | -4.0% | -7.3% |
| 7D | -10.9% | -17.9% | +7.1% | -6.9% |
| 30D | -55.0% | -18.9% | -36.1% | -52.9% |
| 3M | -82.0% | -46.0% | -36.1% | -78.9% |
| 6M | -80.4% | -40.3% | -40.1% | -77.1% |
| YTD | -88.3% | -29.0% | -59.3% | -86.5% |
| 1Y | -92.4% | +13.8% | -106.2% | -91.7% |
| All | -99.9% | +44.5% | -144.5% | -99.9% |
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