+270.9%
APH vs ARWR
+79.8%
+191.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.1% | -1.9% |
| 7D | +4.9% | -17.8% | +22.7% | +7.2% |
| 30D | -5.4% | -18.1% | +12.7% | -3.2% |
| 3M | -5.5% | -44.2% | +38.7% | +1.7% |
| 6M | +25.9% | -38.6% | +64.6% | +33.2% |
| YTD | +16.4% | -28.0% | +44.4% | +20.3% |
| 1Y | +16.5% | +16.1% | +0.3% | +13.1% |
| 3Y | +270.9% | +84.0% | +186.9% | +221.3% |
| All | +270.9% | +79.8% | +191.0% | +221.3% |
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