+122.4%
ARMK vs DAR
+268.8%
-146.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.5% | +4.8% |
| 7D | -2.6% | -9.9% | +7.3% | +0.9% |
| 30D | -5.2% | -16.4% | +11.2% | +0.7% |
| 3M | -6.5% | -17.1% | +10.5% | -1.0% |
| 6M | +15.3% | -20.5% | +35.7% | +23.2% |
| YTD | +43.6% | +39.4% | +4.2% | +24.3% |
| 1Y | +42.1% | +57.2% | -15.2% | +17.2% |
| 3Y | +94.0% | +13.9% | +80.1% | +68.4% |
| 5Y | +96.3% | -40.8% | +137.1% | +116.0% |
| All | +122.4% | +268.8% | -146.4% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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