+161.7%
ALL vs ARMK
+106.6%
+55.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | 0.0% | +7.1% | -7.1% | -1.8% |
| 30D | +12.8% | -1.6% | +14.5% | +12.9% |
| 3M | +4.7% | -10.5% | +15.2% | +7.3% |
| 6M | +24.9% | +11.8% | +13.2% | +20.1% |
| YTD | +30.0% | +47.3% | -17.3% | +14.9% |
| 1Y | +29.9% | +41.5% | -11.5% | +16.1% |
| 3Y | +117.5% | +95.3% | +22.2% | +73.5% |
| 5Y | +161.7% | +108.1% | +53.5% | +99.9% |
| All | +161.7% | +106.6% | +55.1% | +99.9% |
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