+1,321.0%
AMZN vs ARMK
+330.5%
+990.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.7% |
| 7D | +8.0% | -0.7% | +8.8% | +8.1% |
| 30D | +3.2% | -1.3% | +4.5% | +3.4% |
| 3M | -2.6% | -2.5% | -0.1% | -2.4% |
| 6M | -0.7% | +20.8% | -21.5% | -5.5% |
| YTD | +17.4% | +48.2% | -30.8% | +6.3% |
| 1Y | +9.0% | +45.7% | -36.7% | -0.9% |
| 3Y | +88.7% | +96.6% | -7.9% | +58.5% |
| 5Y | +55.6% | +106.6% | -51.0% | +28.6% |
| 10Y | +629.7% | +132.6% | +497.2% | +498.8% |
| All | +1,321.0% | +330.5% | +990.4% | +910.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling