+147.4%
ADI vs ARMK
+101.3%
+46.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.2% | +4.4% | +6.5% |
| 7D | -4.4% | +0.9% | -5.3% | -4.7% |
| 30D | -2.8% | -0.4% | -2.5% | -2.5% |
| 3M | +1.5% | -2.0% | +3.5% | +2.4% |
| 6M | -4.7% | +22.0% | -26.7% | -14.0% |
| YTD | +46.8% | +49.6% | -2.8% | +19.5% |
| 1Y | +74.9% | +46.4% | +28.5% | +43.7% |
| 3Y | +147.4% | +103.2% | +44.2% | +83.8% |
| All | +147.4% | +101.3% | +46.2% | +83.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling