+371.4%
ASX vs ARWR
+79.9%
+291.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -15.3% | +24.0% | +11.2% |
| 7D | -12.3% | -17.3% | +5.1% | -9.6% |
| 30D | -26.0% | -21.5% | -4.5% | -23.0% |
| 3M | -8.1% | -43.8% | +35.7% | +0.7% |
| 6M | +1.4% | -32.3% | +33.6% | +7.6% |
| YTD | +115.6% | -25.8% | +141.4% | +124.2% |
| 1Y | +128.0% | +25.5% | +102.5% | +117.4% |
| 3Y | +371.4% | +84.1% | +287.3% | +286.3% |
| All | +371.4% | +79.9% | +291.5% | +286.3% |
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