+129.4%
ARMK vs BUD
-8.7%
+138.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.3% | +2.8% | +3.5% |
| 7D | +0.9% | +1.3% | -0.4% | 0.0% |
| 30D | -0.4% | +10.0% | -10.4% | -6.1% |
| 3M | -2.0% | +1.6% | -3.6% | -3.8% |
| 6M | +22.0% | +6.5% | +15.4% | +16.0% |
| YTD | +49.6% | +34.8% | +14.8% | +23.2% |
| 1Y | +46.4% | +36.5% | +9.9% | +19.6% |
| 3Y | +103.2% | +49.0% | +54.3% | +51.8% |
| 5Y | +108.1% | +51.7% | +56.4% | +49.0% |
| 10Y | +129.4% | -7.5% | +137.0% | +62.0% |
| All | +129.4% | -8.7% | +138.2% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling