+415.3%
ASX vs ARWR
-28.9%
+444.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.2% | +5.2% | +6.2% |
| 7D | -19.9% | -2.9% | -17.0% | -19.2% |
| 30D | -30.9% | -5.4% | -25.5% | -29.9% |
| 3M | -15.1% | -32.2% | +17.2% | -8.6% |
| 6M | -6.5% | -26.5% | +20.0% | -1.2% |
| YTD | +98.4% | -12.4% | +110.8% | +101.5% |
| 1Y | +107.9% | +46.9% | +61.0% | +89.8% |
| 3Y | +325.3% | +116.0% | +209.3% | +227.6% |
| All | +415.3% | -28.9% | +444.2% | +365.6% |
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