+15.8%
APD vs ARMK
+106.6%
-90.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.3% |
| 7D | +2.2% | +7.1% | -4.9% | +0.2% |
| 30D | +9.4% | -1.6% | +11.1% | +9.6% |
| 3M | +4.7% | -10.5% | +15.2% | +7.7% |
| 6M | +5.5% | +11.8% | -6.3% | +1.2% |
| YTD | +31.4% | +47.3% | -15.8% | +15.1% |
| 1Y | +24.1% | +41.5% | -17.4% | +10.1% |
| 3Y | +28.8% | +95.3% | -66.6% | +1.3% |
| 5Y | +15.8% | +108.1% | -92.4% | -13.7% |
| All | +15.8% | +106.6% | -90.8% | -13.7% |
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