+17.7%
ALLE vs ARMK
+41.1%
-23.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.2% | +5.9% | +2.4% |
| 7D | +6.7% | -5.8% | +12.5% | +7.6% |
| 30D | +25.4% | -5.3% | +30.6% | +26.1% |
| 3M | +16.9% | -6.7% | +23.7% | +18.0% |
| 6M | +46.6% | +17.4% | +29.2% | +39.6% |
| YTD | +22.4% | +43.0% | -20.6% | +9.7% |
| 1Y | +17.7% | +40.3% | -22.6% | +6.0% |
| All | +17.7% | +41.1% | -23.4% | +6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling