+138.0%
ARMK vs HRB
+205.6%
-67.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.5% | -0.6% |
| 7D | +0.3% | -10.6% | +10.9% | +3.8% |
| 30D | +2.4% | -0.8% | +3.2% | +1.8% |
| 3M | +6.1% | +19.1% | -13.0% | -1.2% |
| 6M | +41.8% | +48.7% | -6.9% | +20.4% |
| YTD | +55.5% | +7.1% | +48.4% | +47.5% |
| 1Y | +49.6% | -8.3% | +57.9% | +49.7% |
| 3Y | +122.8% | +25.8% | +96.9% | +92.0% |
| 5Y | +151.0% | +111.1% | +39.9% | +69.1% |
| 10Y | +138.0% | +206.6% | -68.6% | +31.6% |
| All | +138.0% | +205.6% | -67.7% | +31.6% |
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