+182.3%
AXON vs ARWR
+28.5%
+153.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.1% |
| 7D | -14.2% | +1.7% | -15.8% | -14.4% |
| 30D | -15.4% | -0.7% | -14.7% | -15.2% |
| 3M | +0.5% | +14.9% | -14.4% | -2.2% |
| 6M | -9.5% | +32.6% | -42.1% | -14.5% |
| YTD | -9.2% | +30.0% | -39.3% | -14.3% |
| 1Y | -29.4% | +208.4% | -237.7% | -43.8% |
| 3Y | +139.4% | +208.8% | -69.4% | +72.4% |
| All | +182.3% | +28.5% | +153.8% | +135.2% |
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