+636.2%
ADI vs ARMK
+125.8%
+510.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | -6.3% | -0.7% | -5.6% | -5.9% |
| 30D | -3.2% | -1.3% | -1.9% | -2.5% |
| 3M | +2.8% | -2.5% | +5.2% | +3.8% |
| 6M | -5.0% | +20.8% | -25.8% | -11.8% |
| YTD | +46.3% | +48.2% | -1.9% | +26.1% |
| 1Y | +71.6% | +45.7% | +25.9% | +48.7% |
| 3Y | +139.2% | +96.6% | +42.6% | +84.5% |
| 5Y | +136.4% | +106.6% | +29.8% | +77.0% |
| 10Y | +636.2% | +132.6% | +503.7% | +425.7% |
| All | +636.2% | +125.8% | +510.4% | +425.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling