+358.4%
AVAV vs ARWR
+906.2%
-547.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.2% | +9.2% | +10.3% |
| 7D | -10.6% | -2.9% | -7.7% | -10.2% |
| 30D | -18.8% | -5.4% | -13.4% | -18.1% |
| 3M | -34.1% | -32.2% | -1.9% | -30.4% |
| 6M | -35.3% | -26.5% | -8.8% | -32.8% |
| YTD | -53.4% | -12.4% | -41.0% | -53.1% |
| 1Y | -65.6% | +46.9% | -112.5% | -68.3% |
| 3Y | -5.1% | +116.0% | -121.0% | -22.6% |
| 5Y | +18.5% | -28.0% | +46.5% | +8.3% |
| All | +358.4% | +906.2% | -547.9% | +197.5% |
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