+35.7%
AVAV vs ARWR
-40.7%
+76.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -15.3% | +27.9% | +15.0% |
| 7D | +3.2% | -17.3% | +20.5% | +5.8% |
| 30D | -7.4% | -21.5% | +14.1% | -4.2% |
| 3M | -32.0% | -43.8% | +11.8% | -26.0% |
| 6M | -24.6% | -32.3% | +7.7% | -20.6% |
| YTD | -47.5% | -25.8% | -21.7% | -46.0% |
| 1Y | -61.5% | +25.5% | -87.0% | -64.0% |
| 3Y | +5.5% | +84.1% | -78.7% | -15.2% |
| 5Y | +35.7% | -39.2% | +75.0% | -3.3% |
| All | +35.7% | -40.7% | +76.4% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling