+951.3%
APH vs ARWR
+921.6%
+29.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -15.3% | +23.5% | +9.9% |
| 7D | +1.1% | -17.3% | +18.4% | +3.0% |
| 30D | -7.5% | -21.5% | +14.0% | -5.2% |
| 3M | -4.4% | -43.8% | +39.4% | +1.6% |
| 6M | +26.5% | -32.3% | +58.7% | +31.2% |
| YTD | +20.0% | -25.8% | +45.9% | +22.9% |
| 1Y | +16.9% | +25.5% | -8.7% | +12.3% |
| 3Y | +288.5% | +84.1% | +204.4% | +241.2% |
| 5Y | +310.3% | -39.2% | +349.5% | +289.1% |
| 10Y | +951.3% | +1,072.4% | -121.1% | +691.4% |
| All | +951.3% | +921.6% | +29.7% | +691.4% |
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