+151.0%
ARMK vs BR
+7.6%
+143.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +0.3% | -5.0% | +5.3% | +2.2% |
| 30D | +2.4% | -2.5% | +4.8% | +3.1% |
| 3M | +6.1% | +13.5% | -7.4% | +0.2% |
| 6M | +41.8% | -9.4% | +51.2% | +46.8% |
| YTD | +55.5% | -23.3% | +78.8% | +73.8% |
| 1Y | +49.6% | -31.6% | +81.2% | +76.9% |
| 3Y | +122.8% | -5.1% | +127.8% | +118.2% |
| 5Y | +151.0% | +8.2% | +142.8% | +111.6% |
| All | +151.0% | +7.6% | +143.4% | +111.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling