+130.6%
ARMK vs RACE
+729.2%
-598.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.4% |
| 7D | +2.7% | -1.2% | +3.9% | +3.1% |
| 30D | -1.5% | +6.1% | -7.6% | -4.0% |
| 3M | -11.6% | -0.3% | -11.3% | -11.8% |
| 6M | +6.7% | +23.4% | -16.7% | -3.3% |
| YTD | +47.4% | +12.5% | +34.9% | +37.9% |
| 1Y | +41.5% | -0.5% | +41.9% | +39.3% |
| 3Y | +95.5% | +23.6% | +71.9% | +65.1% |
| 5Y | +108.4% | +65.4% | +42.9% | +48.3% |
| All | +130.6% | +729.2% | -598.6% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling