+92.4%
ARMK vs AHR
+394.2%
-301.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.4% |
| 7D | +2.7% | -0.2% | +2.9% | +2.7% |
| 30D | -1.5% | +10.2% | -11.7% | -3.1% |
| 3M | -11.6% | +8.3% | -19.9% | -12.8% |
| 6M | +6.7% | +13.0% | -6.3% | +3.8% |
| YTD | +47.4% | +24.6% | +22.8% | +40.0% |
| 1Y | +41.5% | +22.2% | +19.3% | +34.8% |
| All | +92.4% | +394.2% | -301.8% | +41.5% |
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