+1,121.7%
ARES vs ARMK
+200.6%
+921.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.5% | -4.3% | -1.2% |
| 7D | +4.5% | -2.6% | +7.2% | +5.3% |
| 30D | +15.7% | -5.2% | +20.9% | +17.3% |
| 3M | -2.0% | -6.5% | +4.5% | -0.4% |
| 6M | +10.4% | +15.3% | -4.8% | +4.7% |
| YTD | -14.2% | +43.6% | -57.8% | -24.3% |
| 1Y | -7.8% | +42.1% | -49.8% | -18.3% |
| 3Y | +41.4% | +94.0% | -52.6% | +13.3% |
| 5Y | +83.7% | +96.3% | -12.6% | +45.9% |
| 10Y | +1,204.1% | +126.7% | +1,077.4% | +917.3% |
| All | +1,121.7% | +200.6% | +921.2% | +803.8% |
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