+359.3%
AVAV vs ARWR
+1,055.7%
-696.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.7% |
| 7D | 0.0% | -17.7% | +17.7% | +2.6% |
| 30D | -9.9% | -21.9% | +12.0% | -6.8% |
| 3M | -34.7% | -44.5% | +9.8% | -29.0% |
| 6M | -26.6% | -32.6% | +6.0% | -22.9% |
| YTD | -48.9% | -26.2% | -22.8% | -47.5% |
| 1Y | -63.0% | +23.0% | -86.0% | -65.2% |
| 3Y | +1.6% | +81.8% | -80.2% | -16.3% |
| 5Y | +34.5% | -36.0% | +70.5% | +24.1% |
| 10Y | +359.3% | +1,039.5% | -680.3% | +182.6% |
| All | +359.3% | +1,055.7% | -696.4% | +182.6% |
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 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