+272.1%
ARMK vs BUD
+10.2%
+262.0%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.5% | +5.9% | +5.2% |
| 7D | -2.6% | +4.5% | -7.1% | -5.1% |
| 30D | -5.2% | +12.5% | -17.7% | -11.5% |
| 3M | -6.5% | 0.0% | -6.5% | -7.5% |
| 6M | +15.3% | +3.8% | +11.5% | +11.4% |
| YTD | +43.6% | +33.1% | +10.5% | +20.3% |
| 1Y | +42.1% | +35.5% | +6.5% | +17.7% |
| 3Y | +94.0% | +49.4% | +44.6% | +47.1% |
| 5Y | +96.3% | +48.0% | +48.2% | +45.8% |
| 10Y | +126.7% | -8.6% | +135.2% | +77.8% |
| All | +272.1% | +10.2% | +262.0% | +162.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling