+130.3%
ARMK vs AEIS
+350.2%
-219.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.5% |
| 7D | +7.1% | +23.2% | -16.1% | +0.6% |
| 30D | -1.6% | -17.0% | +15.4% | +2.9% |
| 3M | -10.5% | -32.2% | +21.6% | -1.5% |
| 6M | +11.8% | -32.6% | +44.3% | +19.7% |
| YTD | +47.3% | +9.4% | +37.9% | +30.8% |
| 1Y | +41.5% | +7.7% | +33.8% | +25.9% |
| 3Y | +95.3% | +157.9% | -62.6% | +19.0% |
| 5Y | +108.1% | +154.8% | -46.6% | +23.2% |
| All | +130.3% | +350.2% | -219.9% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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