+124.9%
ARMK vs BTG
+99.9%
+25.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.8% | -1.3% |
| 7D | +0.3% | +2.4% | -2.1% | +0.1% |
| 30D | +2.4% | +9.5% | -7.1% | +1.6% |
| 3M | +6.1% | +38.5% | -32.4% | +3.0% |
| 6M | +41.8% | +5.6% | +36.1% | +40.3% |
| YTD | +55.5% | +23.9% | +31.6% | +51.7% |
| 1Y | +49.6% | +32.1% | +17.5% | +43.8% |
| All | +124.9% | +99.9% | +25.0% | +104.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling