+129.4%
ARMK vs AMBA
+12.8%
+116.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.3% | -1.1% | +3.3% |
| 7D | +0.9% | 0.0% | +1.0% | +0.9% |
| 30D | -0.4% | -8.6% | +8.2% | +1.1% |
| 3M | -2.0% | -29.0% | +27.0% | +3.4% |
| 6M | +22.0% | -19.2% | +41.2% | +22.1% |
| YTD | +49.6% | -13.0% | +62.6% | +46.2% |
| 1Y | +46.4% | -31.3% | +77.6% | +48.6% |
| 3Y | +103.2% | +28.1% | +75.1% | +70.7% |
| 5Y | +108.1% | -69.4% | +177.6% | +115.4% |
| 10Y | +129.4% | +7.6% | +121.8% | +54.1% |
| All | +129.4% | +12.8% | +116.6% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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