+155.8%
ARMK vs ITOT
+73.0%
+82.9%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.6% | -0.7% |
| 7D | +0.3% | -0.4% | +0.7% | +0.7% |
| 30D | +2.4% | -1.6% | +3.9% | +3.8% |
| 3M | +6.1% | +3.5% | +2.5% | +2.3% |
| 6M | +41.8% | +13.1% | +28.6% | +25.6% |
| YTD | +55.5% | +12.7% | +42.8% | +38.3% |
| 1Y | +49.6% | +18.3% | +31.3% | +26.7% |
| 3Y | +122.8% | +76.4% | +46.4% | +25.8% |
| All | +155.8% | +73.0% | +82.9% | +44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling