+138.0%
ARMK vs AEIS
+545.5%
-407.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.8% |
| 7D | +0.3% | +6.5% | -6.1% | -1.5% |
| 30D | +2.4% | -9.2% | +11.5% | +4.9% |
| 3M | +6.1% | -8.3% | +14.4% | +5.7% |
| 6M | +41.8% | -6.3% | +48.1% | +37.5% |
| YTD | +55.5% | +36.5% | +19.0% | +31.4% |
| 1Y | +49.6% | +84.8% | -35.2% | +12.1% |
| 3Y | +122.8% | +176.6% | -53.8% | +36.7% |
| 5Y | +151.0% | +237.1% | -86.1% | +38.2% |
| 10Y | +138.0% | +554.7% | -416.7% | -6.3% |
| All | +138.0% | +545.5% | -407.6% | -6.3% |
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