+131.6%
ARMK vs AEE
+216.2%
-84.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | +2.8% | +0.2% | +2.6% | +2.7% |
| 30D | -1.8% | +9.7% | -11.5% | -5.2% |
| 3M | -10.9% | +5.8% | -16.7% | -12.9% |
| 6M | +21.2% | +4.5% | +16.8% | +18.8% |
| YTD | +47.0% | +15.8% | +31.2% | +38.1% |
| 1Y | +42.9% | +10.8% | +32.1% | +36.5% |
| 3Y | +95.0% | +62.8% | +32.2% | +58.9% |
| 5Y | +106.2% | +56.1% | +50.1% | +69.7% |
| 10Y | +131.6% | +216.4% | -84.8% | +74.7% |
| All | +131.6% | +216.2% | -84.6% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling