+141.2%
ADI vs ARMK
+144.6%
-3.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.0% |
| 7D | +0.4% | -2.4% | +2.8% | +1.5% |
| 30D | -3.8% | 0.0% | -3.8% | -4.1% |
| 3M | -15.3% | +6.7% | -21.9% | -18.2% |
| 6M | +6.7% | +38.8% | -32.1% | -10.1% |
| YTD | +34.8% | +55.2% | -20.4% | +7.2% |
| 1Y | +49.0% | +46.6% | +2.4% | +21.7% |
| 3Y | +108.1% | +112.9% | -4.8% | +38.3% |
| All | +141.2% | +144.6% | -3.4% | +49.0% |
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