+108.3%
ARMK vs RVTY
-15.1%
+123.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.5% |
| 7D | +2.7% | -0.5% | +3.1% | +2.8% |
| 30D | -1.5% | +1.5% | -3.0% | -1.9% |
| 3M | -11.6% | +31.5% | -43.0% | -18.1% |
| 6M | +6.7% | +62.7% | -55.9% | -7.3% |
| YTD | +47.4% | +60.0% | -12.5% | +27.6% |
| 1Y | +41.5% | +65.7% | -24.2% | +21.0% |
| 3Y | +95.5% | +85.2% | +10.3% | +58.8% |
| All | +108.3% | -15.1% | +123.4% | +101.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling