+2,793.8%
ASX vs ARWR
-29.3%
+2,823.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -6.8% | -14.0% | -20.7% |
| 7D | -33.3% | -5.0% | -28.3% | -33.3% |
| 30D | -36.5% | -6.6% | -29.8% | -36.4% |
| 3M | -19.2% | -33.9% | +14.7% | -19.0% |
| 6M | -10.2% | -23.3% | +13.1% | -10.1% |
| YTD | +86.5% | -13.5% | +99.9% | +86.6% |
| 1Y | +89.6% | +42.5% | +47.1% | +89.2% |
| 3Y | +298.6% | +104.1% | +194.5% | +296.0% |
| 5Y | +414.3% | -28.8% | +443.1% | +412.1% |
| 10Y | +711.1% | +911.6% | -200.5% | +705.9% |
| All | +2,793.8% | -29.3% | +2,823.1% | +3,379.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling