+281.6%
ARMK vs HRB
+188.8%
+92.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +7.1% | -7.8% | +14.9% | +9.5% |
| 30D | -1.6% | +15.7% | -17.4% | -6.3% |
| 3M | -10.5% | -5.5% | -5.0% | -9.9% |
| 6M | +11.8% | +41.1% | -29.4% | -1.3% |
| YTD | +47.3% | +20.4% | +26.9% | +34.5% |
| 1Y | +41.5% | +15.2% | +26.2% | +31.0% |
| 3Y | +95.3% | +24.3% | +71.0% | +71.8% |
| 5Y | +108.1% | +144.7% | -36.5% | +39.8% |
| 10Y | +132.0% | +227.8% | -95.8% | +31.5% |
| All | +281.6% | +188.8% | +92.8% | +122.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling