+555.5%
AMZN vs ARMK
+136.6%
+418.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.9% |
| 7D | +0.8% | +1.7% | -0.9% | +0.4% |
| 30D | -6.4% | +3.1% | -9.5% | -7.1% |
| 3M | +4.8% | +9.2% | -4.4% | +2.6% |
| 6M | +20.5% | +43.7% | -23.2% | +10.9% |
| YTD | +11.3% | +57.4% | -46.0% | +0.4% |
| 1Y | +9.0% | +51.9% | -42.9% | -1.2% |
| 3Y | +85.9% | +125.4% | -39.5% | +54.0% |
| 5Y | +45.8% | +149.1% | -103.3% | +18.9% |
| 10Y | +555.5% | +135.4% | +420.0% | +494.4% |
| All | +555.5% | +136.6% | +418.9% | +494.4% |
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