+130.6%
ARMK vs HRB
+221.6%
-91.0%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.5% |
| 7D | +2.7% | -5.1% | +7.8% | +4.2% |
| 30D | -1.5% | +8.7% | -10.1% | -4.6% |
| 3M | -11.6% | -5.4% | -6.2% | -10.9% |
| 6M | +6.7% | +41.6% | -34.8% | -6.9% |
| YTD | +47.4% | +18.7% | +28.8% | +34.3% |
| 1Y | +41.5% | +16.4% | +25.0% | +29.7% |
| 3Y | +95.5% | +22.0% | +73.6% | +70.6% |
| 5Y | +108.4% | +141.2% | -32.8% | +32.8% |
| All | +130.6% | +221.6% | -91.0% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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