+131.6%
ARMK vs RBA
+209.3%
-77.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | +2.8% | +0.6% | +2.2% | +2.6% |
| 30D | -1.8% | +9.0% | -10.7% | -5.1% |
| 3M | -10.9% | +7.2% | -18.0% | -13.6% |
| 6M | +21.2% | -7.8% | +29.0% | +22.6% |
| YTD | +47.0% | -6.4% | +53.4% | +47.1% |
| 1Y | +42.9% | -4.2% | +47.0% | +41.6% |
| 3Y | +95.0% | +64.1% | +30.9% | +53.4% |
| 5Y | +106.2% | +48.4% | +57.8% | +62.9% |
| 10Y | +131.6% | +209.9% | -78.3% | +11.8% |
| All | +131.6% | +209.3% | -77.7% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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