+40.3%
ARMK vs AHR
+26.3%
+14.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.6% | -6.8% | -4.2% |
| 7D | -5.8% | +9.5% | -15.3% | -6.0% |
| 30D | -5.3% | +11.7% | -16.9% | -5.6% |
| 3M | -6.7% | +4.0% | -10.7% | -6.9% |
| 6M | +17.4% | +13.5% | +3.8% | +15.6% |
| YTD | +43.0% | +21.6% | +21.4% | +40.8% |
| 1Y | +40.3% | +25.1% | +15.2% | +38.9% |
| All | +40.3% | +26.3% | +14.0% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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