+307.8%
ARMK vs HRB
+161.3%
+146.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.5% | +7.9% | +3.3% |
| 7D | +1.7% | -9.1% | +10.8% | +4.4% |
| 30D | +3.1% | +0.3% | +2.9% | +2.3% |
| 3M | +9.2% | +23.4% | -14.2% | +1.2% |
| 6M | +43.7% | +45.1% | -1.5% | +24.7% |
| YTD | +57.4% | +8.9% | +48.5% | +49.0% |
| 1Y | +51.9% | -7.9% | +59.8% | +51.6% |
| 3Y | +125.4% | +27.9% | +97.5% | +96.4% |
| 5Y | +149.1% | +108.3% | +40.8% | +77.2% |
| 10Y | +135.4% | +208.4% | -73.0% | +37.4% |
| All | +307.8% | +161.3% | +146.6% | +146.0% |
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