+273.8%
RTX vs ARWR
+921.6%
-647.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -15.3% | +18.9% | +4.9% |
| 7D | -3.2% | -17.3% | +14.1% | -1.8% |
| 30D | +5.6% | -21.5% | +27.1% | +7.5% |
| 3M | -11.7% | -43.8% | +32.1% | -7.6% |
| 6M | +12.3% | -32.3% | +44.6% | +15.2% |
| YTD | +8.2% | -25.8% | +34.0% | +9.7% |
| 1Y | +12.6% | +25.5% | -12.9% | +8.4% |
| 3Y | +152.8% | +84.1% | +68.7% | +125.2% |
| 5Y | +140.2% | -39.2% | +179.4% | +129.9% |
| 10Y | +273.8% | +1,072.4% | -798.6% | +189.0% |
| All | +273.8% | +921.6% | -647.8% | +189.0% |
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