+76.6%
AME vs ARMK
+107.5%
-30.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.2% | 0.0% | +2.7% |
| 7D | -1.5% | +0.9% | -2.4% | -1.8% |
| 30D | -4.2% | -0.4% | -3.8% | -4.0% |
| 3M | -5.9% | -2.0% | -4.0% | -5.4% |
| 6M | +2.8% | +22.0% | -19.1% | -4.3% |
| YTD | +16.6% | +49.6% | -33.0% | +1.1% |
| 1Y | +22.1% | +46.4% | -24.2% | +6.6% |
| 3Y | +64.7% | +103.2% | -38.5% | +25.0% |
| 5Y | +76.6% | +108.1% | -31.5% | +29.0% |
| All | +76.6% | +107.5% | -30.9% | +29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling