+78,857.2%
APH vs ARWR
-97.0%
+78,954.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | +5.0% | +1.7% | +3.3% | +4.9% |
| 30D | -3.9% | -0.7% | -3.2% | -3.9% |
| 3M | +13.0% | +14.9% | -1.9% | +12.9% |
| 6M | +25.2% | +32.6% | -7.5% | +24.9% |
| YTD | +22.9% | +30.0% | -7.1% | +22.7% |
| 1Y | +47.8% | +208.4% | -160.5% | +46.8% |
| 3Y | +283.0% | +208.8% | +74.2% | +279.4% |
| 5Y | +349.7% | +27.8% | +321.8% | +346.7% |
| 10Y | +1,061.2% | +1,107.6% | -46.3% | +1,038.4% |
| All | +78,857.2% | -97.0% | +78,954.2% | +73,700.1% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling