+129.4%
ARMK vs RGEN
+508.6%
-379.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.1% | +1.0% | +3.8% |
| 7D | +0.9% | +3.5% | -2.5% | +0.5% |
| 30D | -0.4% | +2.9% | -3.3% | -0.8% |
| 3M | -2.0% | +9.2% | -11.1% | -3.4% |
| 6M | +22.0% | +44.9% | -23.0% | +15.1% |
| YTD | +49.6% | +9.2% | +40.4% | +46.2% |
| 1Y | +46.4% | +25.3% | +21.1% | +40.3% |
| 3Y | +103.2% | +21.7% | +81.5% | +90.3% |
| 5Y | +108.1% | -34.5% | +142.6% | +101.2% |
| 10Y | +129.4% | +478.9% | -349.5% | +54.8% |
| All | +129.4% | +508.6% | -379.2% | +54.8% |
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