+564.1%
AMZN vs ARWR
+978.7%
-414.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | -1.4% |
| 7D | -1.0% | -3.2% | +2.2% | -0.6% |
| 30D | -9.2% | -6.5% | -2.8% | -8.5% |
| 3M | +3.4% | +12.7% | -9.3% | +1.3% |
| 6M | +18.2% | +36.2% | -18.0% | +12.9% |
| YTD | +9.3% | +24.5% | -15.1% | +5.3% |
| 1Y | +5.9% | +198.0% | -192.0% | -9.4% |
| 3Y | +82.6% | +176.4% | -93.8% | +48.9% |
| 5Y | +44.9% | +26.6% | +18.3% | +25.2% |
| 10Y | +564.1% | +1,054.1% | -490.0% | +353.9% |
| All | +564.1% | +978.7% | -414.6% | +353.9% |
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