+504.7%
ASX vs ARWR
-39.6%
+544.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.7% | +3.4% |
| 7D | -9.1% | -17.7% | +8.5% | -5.9% |
| 30D | -23.6% | -21.9% | -1.7% | -20.1% |
| 3M | -5.6% | -44.5% | +38.9% | +5.0% |
| 6M | +4.7% | -32.6% | +37.3% | +12.0% |
| YTD | +122.6% | -26.2% | +148.8% | +132.4% |
| 1Y | +133.0% | +23.0% | +110.0% | +119.0% |
| 3Y | +367.1% | +81.8% | +285.4% | +270.4% |
| 5Y | +504.7% | -36.0% | +540.8% | +450.1% |
| All | +504.7% | -39.6% | +544.4% | +450.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling