+42.9%
ARMK vs HRB
+11.2%
+31.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +2.8% | -8.1% | +10.9% | +2.7% |
| 30D | -1.8% | +15.0% | -16.8% | -2.1% |
| 3M | -10.9% | +10.2% | -21.1% | -11.1% |
| 6M | +21.2% | +44.2% | -23.0% | +20.3% |
| YTD | +47.0% | +21.0% | +26.1% | +55.5% |
| 1Y | +42.9% | +12.0% | +30.9% | +54.3% |
| All | +42.9% | +11.2% | +31.7% | +54.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling