+131.6%
ARMK vs HRB
+243.1%
-111.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +2.8% | -8.1% | +10.9% | +5.3% |
| 30D | -1.8% | +15.0% | -16.8% | -6.6% |
| 3M | -10.9% | +10.2% | -21.1% | -14.9% |
| 6M | +21.2% | +44.2% | -23.0% | +5.1% |
| YTD | +47.0% | +21.0% | +26.1% | +33.2% |
| 1Y | +42.9% | +12.0% | +30.9% | +33.0% |
| 3Y | +95.0% | +24.9% | +70.1% | +68.9% |
| 5Y | +106.2% | +144.6% | -38.4% | +31.0% |
| 10Y | +131.6% | +229.4% | -97.8% | +21.8% |
| All | +131.6% | +243.1% | -111.5% | +21.8% |
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