+528.8%
APP vs ARWR
-29.3%
+558.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -15.3% | +20.1% | +9.5% |
| 7D | +79.2% | -17.3% | +96.5% | +87.6% |
| 30D | +48.0% | -21.5% | +69.5% | +57.5% |
| 3M | +18.2% | -43.8% | +62.0% | +39.1% |
| 6M | -12.5% | -32.3% | +19.8% | -4.6% |
| YTD | -39.2% | -25.8% | -13.3% | -36.5% |
| 1Y | -33.9% | +25.5% | -59.4% | -43.4% |
| 3Y | +933.3% | +84.1% | +849.1% | +540.6% |
| 5Y | +295.9% | -39.2% | +335.1% | +240.2% |
| All | +528.8% | -29.3% | +558.1% | +350.7% |
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