+135.4%
ARMK vs RVTY
+140.1%
-4.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | +2.2% |
| 7D | +1.7% | +0.4% | +1.3% | +1.5% |
| 30D | +3.1% | +10.8% | -7.7% | -0.7% |
| 3M | +9.2% | +26.8% | -17.6% | -0.1% |
| 6M | +43.7% | +39.3% | +4.4% | +25.9% |
| YTD | +57.4% | +31.6% | +25.8% | +40.2% |
| 1Y | +51.9% | +47.7% | +4.2% | +28.9% |
| 3Y | +125.4% | +19.9% | +105.5% | +99.2% |
| 5Y | +149.1% | -32.3% | +181.4% | +170.5% |
| 10Y | +135.4% | +138.4% | -3.0% | +39.8% |
| All | +135.4% | +140.1% | -4.6% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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