+966.2%
ADI vs ARMK
+334.6%
+631.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.2% | +4.4% | +7.0% |
| 7D | -4.4% | +0.9% | -5.3% | -4.6% |
| 30D | -2.8% | -0.4% | -2.5% | -2.5% |
| 3M | +1.5% | -2.0% | +3.5% | +2.3% |
| 6M | -4.7% | +22.0% | -26.7% | -11.8% |
| YTD | +46.8% | +49.6% | -2.8% | +26.0% |
| 1Y | +74.9% | +46.4% | +28.5% | +51.2% |
| 3Y | +147.4% | +103.2% | +44.2% | +88.5% |
| 5Y | +131.9% | +108.1% | +23.8% | +73.1% |
| 10Y | +630.6% | +129.4% | +501.1% | +395.6% |
| All | +966.2% | +334.6% | +631.6% | +525.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling