+122.9%
APH vs ARWR
+28.5%
+94.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.8% | -52.6% | -48.4% |
| 7D | -48.7% | -2.5% | -46.2% | -48.8% |
| 30D | -51.9% | -0.7% | -51.3% | -52.2% |
| 3M | -43.6% | +14.9% | -58.4% | -45.2% |
| 6M | -37.5% | +32.6% | -70.2% | -40.8% |
| YTD | -38.6% | +30.0% | -68.7% | -41.7% |
| 1Y | -26.3% | +208.4% | -234.7% | -38.6% |
| 3Y | +89.2% | +208.8% | -119.6% | +46.7% |
| All | +122.9% | +28.5% | +94.4% | +82.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling