+103.0%
ARMK vs AHR
+357.7%
-254.7%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.4% | -0.9% |
| 7D | +0.3% | -4.3% | +4.7% | +1.1% |
| 30D | +2.4% | -3.1% | +5.4% | +2.8% |
| 3M | +6.1% | +15.7% | -9.6% | +2.5% |
| 6M | +41.8% | +4.1% | +37.7% | +39.8% |
| YTD | +55.5% | +15.4% | +40.1% | +49.7% |
| 1Y | +49.6% | +28.0% | +21.6% | +40.0% |
| All | +103.0% | +357.7% | -254.7% | +51.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling