-41.6%
ACHR vs ARMK
+148.1%
-189.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.1% |
| 7D | +4.9% | +1.7% | +3.2% | +3.6% |
| 30D | +4.3% | +3.1% | +1.2% | +2.0% |
| 3M | +1.7% | +9.2% | -7.5% | -5.0% |
| 6M | -6.9% | +43.7% | -50.5% | -29.9% |
| YTD | -22.5% | +57.4% | -79.8% | -45.9% |
| 1Y | -31.5% | +51.9% | -83.4% | -50.8% |
| 3Y | -14.4% | +125.4% | -139.8% | -56.5% |
| 5Y | -41.6% | +149.1% | -190.7% | -71.7% |
| All | -41.6% | +148.1% | -189.8% | -71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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