+144.5%
ARMK vs AMBA
-54.5%
+199.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | -2.4% | -11.0% | +8.6% | -0.8% |
| 30D | 0.0% | -23.2% | +23.2% | +3.7% |
| 3M | +6.7% | -12.7% | +19.4% | +6.8% |
| 6M | +38.8% | +11.2% | +27.6% | +32.1% |
| YTD | +55.2% | -11.2% | +66.4% | +52.3% |
| 1Y | +46.6% | -22.5% | +69.2% | +45.5% |
| 3Y | +112.9% | -1.3% | +114.2% | +92.3% |
| All | +144.5% | -54.5% | +199.0% | +138.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling