+282.2%
APH vs ARWR
-28.9%
+311.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.2% | +2.9% | +3.9% |
| 7D | -5.9% | -2.9% | -3.0% | -5.5% |
| 30D | -14.8% | -5.4% | -9.4% | -14.1% |
| 3M | -12.4% | -32.2% | +19.8% | -7.5% |
| 6M | +8.1% | -26.5% | +34.6% | +12.3% |
| YTD | +10.9% | -12.4% | +23.3% | +12.1% |
| 1Y | +8.8% | +46.9% | -38.1% | +1.5% |
| 3Y | +262.1% | +116.0% | +146.1% | +197.5% |
| All | +282.2% | -28.9% | +311.1% | +234.5% |
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