+285.6%
APH vs ARMK
+114.7%
+170.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.2% |
| 7D | +5.0% | -2.4% | +7.4% | +5.8% |
| 30D | -3.9% | 0.0% | -3.9% | -4.0% |
| 3M | +13.0% | +6.7% | +6.3% | +10.4% |
| 6M | +25.2% | +38.8% | -13.7% | +11.8% |
| YTD | +22.9% | +55.2% | -32.2% | +5.7% |
| 1Y | +47.8% | +46.6% | +1.2% | +29.2% |
| All | +285.6% | +114.7% | +170.9% | +190.3% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling