+103.2%
ARMK vs HRB
+33.7%
+69.5%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.2% | +7.4% | +4.5% |
| 7D | +0.9% | -2.4% | +3.4% | +1.0% |
| 30D | -0.4% | +15.7% | -16.1% | -2.1% |
| 3M | -2.0% | +11.4% | -13.3% | -3.5% |
| 6M | +22.0% | +40.7% | -18.8% | +16.3% |
| YTD | +49.6% | +21.0% | +28.6% | +48.9% |
| 1Y | +46.4% | +7.2% | +39.1% | +49.6% |
| 3Y | +103.2% | +29.2% | +74.1% | +96.2% |
| All | +103.2% | +33.7% | +69.5% | +96.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling