+299.6%
ASX vs ARWR
+103.1%
+196.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -6.8% | -14.0% | -19.5% |
| 7D | -33.3% | -5.0% | -28.3% | -32.5% |
| 30D | -36.5% | -6.6% | -29.8% | -35.5% |
| 3M | -19.2% | -33.9% | +14.7% | -13.5% |
| 6M | -10.2% | -23.3% | +13.1% | -6.4% |
| YTD | +86.5% | -13.5% | +99.9% | +89.9% |
| 1Y | +89.6% | +42.5% | +47.1% | +77.8% |
| All | +299.6% | +103.1% | +196.5% | +220.7% |
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