+221.5%
ALLE vs ARMK
+131.1%
+90.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.2% | -1.4% | +1.5% |
| 7D | -0.6% | +0.9% | -1.6% | -1.0% |
| 30D | +26.6% | -0.4% | +27.0% | +26.3% |
| 3M | +13.2% | -2.0% | +15.1% | +13.2% |
| 6M | +42.9% | +22.0% | +20.9% | +33.6% |
| YTD | +21.0% | +49.6% | -28.6% | +6.2% |
| 1Y | +15.2% | +46.4% | -31.2% | +1.6% |
| 3Y | +95.6% | +103.2% | -7.6% | +54.3% |
| 5Y | +53.4% | +108.1% | -54.7% | +18.8% |
| 10Y | +221.5% | +129.4% | +92.1% | +148.5% |
| All | +221.5% | +131.1% | +90.4% | +148.5% |
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