+135.4%
ARMK vs RGEN
+406.9%
-271.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.9% | +1.3% |
| 7D | +1.7% | -0.9% | +2.6% | +1.8% |
| 30D | +3.1% | +2.8% | +0.3% | +2.6% |
| 3M | +9.2% | +34.5% | -25.2% | +4.7% |
| 6M | +43.7% | +40.5% | +3.2% | +36.2% |
| YTD | +57.4% | +2.8% | +54.5% | +55.5% |
| 1Y | +51.9% | +39.6% | +12.2% | +43.5% |
| 3Y | +125.4% | +4.4% | +121.0% | +115.3% |
| 5Y | +149.1% | -42.8% | +191.8% | +144.6% |
| 10Y | +135.4% | +406.7% | -271.3% | +66.7% |
| All | +135.4% | +406.9% | -271.4% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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