+94.0%
ARMK vs ARWR
+105.6%
-11.6%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.2% | +3.2% | +4.4% |
| 7D | -2.6% | -2.9% | +0.3% | -2.4% |
| 30D | -5.2% | -5.4% | +0.2% | -4.9% |
| 3M | -6.5% | -32.2% | +25.7% | -4.3% |
| 6M | +15.3% | -26.5% | +41.8% | +17.1% |
| YTD | +43.6% | -12.4% | +56.0% | +43.6% |
| 1Y | +42.1% | +46.9% | -4.8% | +36.2% |
| 3Y | +94.0% | +116.0% | -22.0% | +72.8% |
| All | +94.0% | +105.6% | -11.6% | +72.8% |
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