+414.3%
ASX vs ARWR
-29.8%
+444.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -6.8% | -14.0% | -19.4% |
| 7D | -33.3% | -5.0% | -28.3% | -32.4% |
| 30D | -36.5% | -6.6% | -29.8% | -35.4% |
| 3M | -19.2% | -33.9% | +14.7% | -12.6% |
| 6M | -10.2% | -23.3% | +13.1% | -5.9% |
| YTD | +86.5% | -13.5% | +99.9% | +89.8% |
| 1Y | +89.6% | +42.5% | +47.1% | +74.1% |
| 3Y | +298.6% | +104.1% | +194.5% | +210.5% |
| 5Y | +414.3% | -28.8% | +443.1% | +362.1% |
| All | +414.3% | -29.8% | +444.1% | +362.1% |
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