+40.3%
ARMK vs PFG
+46.8%
-6.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +4.1% | -8.3% | -5.3% |
| 7D | -5.8% | +4.9% | -10.7% | -7.1% |
| 30D | -5.3% | +5.7% | -10.9% | -6.8% |
| 3M | -6.7% | +2.6% | -9.3% | -7.4% |
| 6M | +17.4% | +19.8% | -2.4% | +8.6% |
| YTD | +43.0% | +36.3% | +6.7% | +21.6% |
| 1Y | +40.3% | +47.9% | -7.6% | +10.9% |
| All | +40.3% | +46.8% | -6.5% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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