+106.6%
ARES vs ARMK
+144.6%
-38.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.5% |
| 7D | -1.7% | -2.4% | +0.7% | -0.4% |
| 30D | +0.3% | 0.0% | +0.2% | 0.0% |
| 3M | +8.5% | +6.7% | +1.8% | +4.0% |
| 6M | +23.5% | +38.8% | -15.3% | +0.7% |
| YTD | -11.2% | +55.2% | -66.4% | -32.5% |
| 1Y | -19.3% | +46.6% | -65.9% | -36.5% |
| 3Y | +48.7% | +112.9% | -64.2% | -10.2% |
| All | +106.6% | +144.6% | -38.0% | +10.7% |
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