+132.6%
ARMK vs RACE
+740.2%
-607.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.2% | -0.6% |
| 7D | -0.7% | +0.2% | -0.9% | -0.9% |
| 30D | -1.3% | +6.6% | -7.9% | -4.0% |
| 3M | -2.5% | +2.2% | -4.7% | -3.7% |
| 6M | +20.8% | +22.4% | -1.6% | +9.9% |
| YTD | +48.2% | +13.8% | +34.4% | +38.1% |
| 1Y | +45.7% | +2.2% | +43.5% | +41.9% |
| 3Y | +96.6% | +25.6% | +70.9% | +64.9% |
| 5Y | +106.6% | +71.0% | +35.6% | +44.9% |
| 10Y | +132.6% | +739.1% | -606.5% | +7.6% |
| All | +132.6% | +740.2% | -607.6% | +7.6% |
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