+985.8%
ASX vs ARMK
+131.4%
+854.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.2% | -2.1% |
| 7D | +12.4% | +2.7% | +9.7% | +11.5% |
| 30D | -19.8% | -1.5% | -18.3% | -18.9% |
| 3M | -10.3% | -11.6% | +1.2% | -6.4% |
| 6M | +1.2% | +6.7% | -5.5% | -0.2% |
| YTD | +123.0% | +47.4% | +75.6% | +99.7% |
| 1Y | +145.4% | +41.5% | +104.0% | +122.1% |
| 3Y | +368.6% | +95.5% | +273.1% | +281.4% |
| 5Y | +486.0% | +108.4% | +377.7% | +365.4% |
| All | +985.8% | +131.4% | +854.4% | +750.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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