-99.9%
AMIX vs ARWR
+78.3%
-178.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.3% |
| 7D | -16.0% | -2.9% | -13.1% | -15.3% |
| 30D | -55.4% | -5.4% | -50.0% | -54.8% |
| 3M | -87.5% | -32.2% | -55.3% | -86.1% |
| 6M | -81.2% | -26.5% | -54.7% | -79.0% |
| YTD | -86.8% | -12.4% | -74.4% | -85.6% |
| 1Y | -91.6% | +46.9% | -138.5% | -91.3% |
| All | -99.9% | +78.3% | -178.2% | -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 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