+213.7%
RRX vs ARWR
+1,021.8%
-808.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.4% |
| 7D | +5.4% | -19.9% | +25.3% | +8.2% |
| 30D | +12.0% | -18.7% | +30.7% | +14.7% |
| 3M | +6.1% | -44.7% | +50.8% | +14.2% |
| 6M | -13.2% | -36.5% | +23.3% | -8.6% |
| YTD | +31.0% | -25.7% | +56.6% | +34.5% |
| 1Y | +38.8% | +18.9% | +19.8% | +33.0% |
| 3Y | +70.3% | +83.1% | -12.8% | +46.8% |
| 5Y | +15.5% | -34.9% | +50.4% | +7.1% |
| 10Y | +213.7% | +1,080.9% | -867.2% | +140.0% |
| All | +213.7% | +1,021.8% | -808.1% | +140.0% |
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