+611.3%
ADI vs ARMK
+136.6%
+474.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.2% |
| 7D | +2.4% | +1.7% | +0.8% | +1.8% |
| 30D | -6.6% | +3.1% | -9.7% | -7.8% |
| 3M | -9.8% | +9.2% | -19.0% | -12.9% |
| 6M | +15.7% | +43.7% | -28.0% | +0.6% |
| YTD | +35.1% | +57.4% | -22.2% | +13.6% |
| 1Y | +47.7% | +51.9% | -4.2% | +25.6% |
| 3Y | +114.5% | +125.4% | -10.9% | +57.0% |
| 5Y | +141.2% | +149.1% | -7.8% | +69.0% |
| 10Y | +611.3% | +135.4% | +475.9% | +409.7% |
| All | +611.3% | +136.6% | +474.7% | +409.7% |
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