+302.2%
ARMK vs BUD
+5.4%
+296.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -1.0% |
| 7D | -2.4% | +0.3% | -2.7% | -2.5% |
| 30D | 0.0% | -5.7% | +5.7% | +2.9% |
| 3M | +6.7% | +3.1% | +3.5% | +4.3% |
| 6M | +38.8% | +7.9% | +30.9% | +31.9% |
| YTD | +55.2% | +27.3% | +27.9% | +34.1% |
| 1Y | +46.6% | +37.8% | +8.8% | +20.9% |
| 3Y | +112.9% | +49.8% | +63.1% | +61.6% |
| 5Y | +144.0% | +43.8% | +100.1% | +84.1% |
| 10Y | +132.4% | -22.6% | +155.1% | +96.4% |
| All | +302.2% | +5.4% | +296.8% | +192.8% |
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