+42.9%
ARMK vs BUD
+32.7%
+10.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | -0.7% |
| 7D | +2.8% | +0.5% | +2.3% | +2.7% |
| 30D | -1.8% | +7.4% | -9.2% | -2.9% |
| 3M | -10.9% | +4.3% | -15.2% | -11.4% |
| 6M | +21.2% | +5.3% | +16.0% | +19.7% |
| YTD | +47.0% | +33.2% | +13.8% | +30.9% |
| 1Y | +42.9% | +31.8% | +11.1% | +28.2% |
| All | +42.9% | +32.7% | +10.2% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling