+145.1%
ALLE vs ARMK
+131.6%
+13.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.3% |
| 7D | -0.2% | -2.4% | +2.2% | +0.5% |
| 30D | -6.8% | 0.0% | -6.8% | -6.9% |
| 3M | +21.0% | +6.7% | +14.4% | +18.6% |
| 6M | +1.1% | +38.8% | -37.7% | -8.8% |
| YTD | -0.5% | +55.2% | -55.7% | -13.4% |
| 1Y | -7.3% | +46.6% | -53.9% | -18.0% |
| 3Y | +42.3% | +112.9% | -70.6% | +10.8% |
| 5Y | +13.5% | +144.0% | -130.5% | -15.9% |
| All | +145.1% | +131.6% | +13.6% | +93.4% |
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