+40.3%
ARMK vs BTG
+24.4%
+15.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +8.7% | -12.9% | -4.8% |
| 7D | -5.8% | -0.2% | -5.6% | -5.8% |
| 30D | -5.3% | -0.8% | -4.5% | -5.2% |
| 3M | -6.7% | +31.8% | -38.6% | -8.8% |
| 6M | +17.4% | +20.4% | -3.1% | +14.8% |
| YTD | +43.0% | +14.7% | +28.3% | +42.1% |
| 1Y | +40.3% | +29.4% | +11.0% | +38.2% |
| All | +40.3% | +24.4% | +15.9% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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