+500.0%
APP vs ARWR
-16.5%
+516.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.2% | +8.6% | +9.5% |
| 7D | +71.2% | -2.9% | +74.1% | +71.9% |
| 30D | +39.1% | -5.4% | +44.5% | +40.7% |
| 3M | +16.5% | -32.2% | +48.8% | +30.4% |
| 6M | -16.6% | -26.5% | +10.0% | -10.4% |
| YTD | -41.9% | -12.4% | -29.5% | -42.0% |
| 1Y | -37.0% | +46.9% | -83.9% | -48.3% |
| 3Y | +892.4% | +116.0% | +776.5% | +491.2% |
| 5Y | +297.3% | -28.0% | +325.3% | +226.6% |
| All | +500.0% | -16.5% | +516.5% | +311.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling