+98.1%
ARMK vs RACE
+65.0%
+33.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.5% | +5.9% | +4.9% |
| 7D | -2.6% | +5.1% | -7.7% | -4.3% |
| 30D | -5.2% | +7.7% | -12.9% | -7.7% |
| 3M | -6.5% | +2.2% | -8.7% | -7.5% |
| 6M | +15.3% | +23.8% | -8.5% | +6.1% |
| YTD | +43.6% | +13.9% | +29.7% | +35.3% |
| 1Y | +42.1% | +3.8% | +38.3% | +38.3% |
| 3Y | +94.0% | +28.0% | +66.0% | +61.6% |
| All | +98.1% | +65.0% | +33.0% | +29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling