+40.4%
AVAV vs ARWR
+28.5%
+12.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.6% | -1.7% |
| 7D | -2.2% | +1.7% | -3.9% | -2.5% |
| 30D | -13.9% | -0.7% | -13.3% | -13.8% |
| 3M | -29.2% | +14.9% | -44.1% | -31.0% |
| 6M | -36.1% | +32.6% | -68.8% | -39.4% |
| YTD | -40.2% | +30.0% | -70.2% | -43.4% |
| 1Y | -36.2% | +208.4% | -244.6% | -48.4% |
| 3Y | +47.5% | +208.8% | -161.3% | +9.9% |
| All | +40.4% | +28.5% | +12.0% | +5.1% |
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