+208.8%
ALLE vs ARMK
+125.8%
+83.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.3% |
| 7D | +0.1% | -0.7% | +0.8% | +0.2% |
| 30D | +25.9% | -1.3% | +27.2% | +25.9% |
| 3M | +14.9% | -2.5% | +17.4% | +15.1% |
| 6M | +42.1% | +20.8% | +21.3% | +33.3% |
| YTD | +20.4% | +48.2% | -27.8% | +5.9% |
| 1Y | +14.9% | +45.7% | -30.9% | +1.5% |
| 3Y | +90.1% | +96.6% | -6.5% | +51.3% |
| 5Y | +53.0% | +106.6% | -53.6% | +18.6% |
| 10Y | +208.8% | +132.6% | +76.3% | +139.1% |
| All | +208.8% | +125.8% | +83.0% | +139.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling