+90.5%
APH vs ARWR
+211.2%
-120.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.8% | -52.6% | -48.3% |
| 7D | -48.7% | -2.5% | -46.2% | -48.8% |
| 30D | -51.9% | -0.7% | -51.3% | -52.1% |
| 3M | -43.6% | +14.9% | -58.4% | -45.0% |
| 6M | -37.5% | +32.6% | -70.2% | -40.4% |
| YTD | -38.6% | +30.0% | -68.7% | -41.3% |
| 1Y | -26.3% | +208.4% | -234.7% | -36.9% |
| All | +90.5% | +211.2% | -120.8% | +51.6% |
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