+15.5%
ALLE vs ARMK
+46.1%
-30.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.2% | -1.4% | +2.1% |
| 7D | -0.6% | +0.9% | -1.6% | -0.8% |
| 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% | +35.5% |
| YTD | +21.0% | +49.6% | -28.6% | +7.9% |
| All | +15.5% | +46.1% | -30.6% | +3.4% |
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 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