+96.6%
ARMK vs ARWR
+81.3%
+15.3%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.9% |
| 7D | -0.7% | -17.7% | +17.0% | +0.3% |
| 30D | -1.3% | -21.9% | +20.6% | +0.1% |
| 3M | -2.5% | -44.5% | +42.0% | +0.9% |
| 6M | +20.8% | -32.6% | +53.4% | +23.1% |
| YTD | +48.2% | -26.2% | +74.4% | +49.6% |
| 1Y | +45.7% | +23.0% | +22.8% | +41.1% |
| 3Y | +96.6% | +81.8% | +14.8% | +76.7% |
| All | +96.6% | +81.3% | +15.3% | +76.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling