+52.2%
ARMK vs BR
-31.7%
+83.9%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.1% |
| 7D | +3.1% | -3.0% | +6.1% | +3.1% |
| 30D | -2.8% | -0.3% | -2.5% | -2.8% |
| 3M | +7.6% | +17.3% | -9.7% | +7.1% |
| 6M | +47.9% | -6.7% | +54.6% | +48.8% |
| YTD | +60.0% | -23.4% | +83.5% | +75.1% |
| 1Y | +52.2% | -32.7% | +84.9% | +72.4% |
| All | +52.2% | -31.7% | +83.9% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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