+51.9%
ARMK vs AEIS
+86.7%
-34.8%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.8% | -1.4% | +1.3% |
| 7D | +1.7% | +8.1% | -6.4% | +1.3% |
| 30D | +3.1% | -11.1% | +14.3% | +3.7% |
| 3M | +9.2% | -5.6% | +14.9% | +9.0% |
| 6M | +43.7% | -0.6% | +44.3% | +41.6% |
| YTD | +57.4% | +38.0% | +19.3% | +51.4% |
| 1Y | +51.9% | +87.2% | -35.4% | +41.4% |
| All | +51.9% | +86.7% | -34.8% | +41.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling