-99.9%
AMIX vs ARMK
+95.9%
-195.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.9% | +9.8% | +8.5% |
| 7D | +11.4% | -0.7% | +12.2% | +10.7% |
| 30D | -40.5% | -1.3% | -39.2% | -40.9% |
| 3M | -80.1% | -2.5% | -77.6% | -80.3% |
| 6M | -74.8% | +20.8% | -95.6% | -73.8% |
| YTD | -84.0% | +48.2% | -132.2% | -82.3% |
| 1Y | -89.7% | +45.7% | -135.4% | -88.6% |
| All | -99.9% | +95.9% | -195.8% | -99.9% |
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