+42.1%
ARMK vs RBA
-3.3%
+45.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.8% | +4.6% |
| 7D | -2.6% | +4.3% | -6.9% | -3.1% |
| 30D | -5.2% | +16.3% | -21.5% | -7.1% |
| 3M | -6.5% | +1.3% | -7.8% | -6.6% |
| 6M | +15.3% | -11.1% | +26.3% | +16.9% |
| YTD | +43.6% | -8.5% | +52.1% | +41.8% |
| 1Y | +42.1% | -2.1% | +44.2% | +36.1% |
| All | +42.1% | -3.3% | +45.3% | +36.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling