+275.2%
RTX vs ARWR
+1,075.6%
-800.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.9% |
| 7D | -3.1% | +2.9% | -6.0% | -3.3% |
| 30D | -10.6% | -2.9% | -7.7% | -10.4% |
| 3M | +11.6% | +15.2% | -3.6% | +10.0% |
| 6M | -4.5% | +42.3% | -46.8% | -7.8% |
| YTD | +9.6% | +28.2% | -18.6% | +6.5% |
| 1Y | +30.8% | +213.2% | -182.4% | +17.0% |
| 3Y | +152.8% | +184.6% | -31.8% | +118.7% |
| 5Y | +167.1% | +29.2% | +137.9% | +140.2% |
| 10Y | +275.2% | +1,012.5% | -737.4% | +186.6% |
| All | +275.2% | +1,075.6% | -800.4% | +186.6% |
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