+308.9%
AVAV vs ARWR
+1,024.2%
-715.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.1% | -3.0% |
| 7D | +4.2% | -17.8% | +22.1% | +6.9% |
| 30D | -2.6% | -18.1% | +15.6% | 0.0% |
| 3M | -38.0% | -44.2% | +6.2% | -32.6% |
| 6M | -27.0% | -38.6% | +11.6% | -22.1% |
| YTD | -51.4% | -28.0% | -23.4% | -49.8% |
| 1Y | -60.2% | +16.1% | -76.4% | -62.3% |
| 3Y | -6.7% | +84.0% | -90.6% | -23.3% |
| 5Y | +28.3% | -35.4% | +63.7% | +18.3% |
| All | +308.9% | +1,024.2% | -715.3% | +151.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling