+268.0%
APH vs ARWR
-29.8%
+297.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.8% | -2.5% | -8.3% |
| 7D | -12.7% | -5.0% | -7.7% | -12.0% |
| 30D | -19.2% | -6.6% | -12.5% | -18.3% |
| 3M | -16.7% | -33.9% | +17.2% | -11.7% |
| 6M | +5.1% | -23.3% | +28.5% | +8.6% |
| YTD | +6.6% | -13.5% | +20.0% | +7.9% |
| 1Y | +3.9% | +42.5% | -38.6% | -2.6% |
| 3Y | +246.0% | +104.1% | +141.9% | +186.8% |
| 5Y | +268.0% | -28.8% | +296.8% | +221.1% |
| All | +268.0% | -29.8% | +297.8% | +221.1% |
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