+50.3%
ARMK vs ITOT
+16.9%
+33.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.1% |
| 7D | -0.9% | -2.0% | +1.1% | +0.3% |
| 30D | -5.9% | -2.0% | -4.0% | -4.9% |
| 3M | +6.7% | +4.5% | +2.2% | +3.3% |
| 6M | +42.5% | +12.6% | +29.9% | +29.9% |
| YTD | +55.1% | +12.0% | +43.1% | +42.4% |
| 1Y | +50.3% | +17.3% | +33.1% | +31.8% |
| All | +50.3% | +16.9% | +33.4% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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