+320.5%
AVAV vs ARWR
+1,009.4%
-689.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.5% | +1.6% | -2.2% |
| 7D | +18.4% | -17.9% | +36.3% | +21.5% |
| 30D | -4.9% | -18.9% | +13.9% | -2.3% |
| 3M | -37.7% | -46.0% | +8.3% | -31.9% |
| 6M | -28.4% | -40.3% | +11.9% | -23.3% |
| YTD | -50.0% | -29.0% | -21.1% | -48.3% |
| 1Y | -62.6% | +13.8% | -76.5% | -64.4% |
| 3Y | -0.6% | +74.9% | -75.5% | -17.6% |
| 5Y | +31.9% | -36.2% | +68.2% | +21.8% |
| All | +320.5% | +1,009.4% | -689.0% | +159.3% |
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