+1,007.5%
ASX vs ARMK
+130.7%
+876.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.8% | +7.4% | +6.8% |
| 7D | +0.8% | +2.8% | -2.0% | +0.3% |
| 30D | -20.4% | -1.8% | -18.7% | -19.5% |
| 3M | -2.1% | -10.9% | +8.7% | +1.9% |
| 6M | +8.2% | +21.2% | -13.0% | +2.6% |
| YTD | +137.3% | +47.0% | +90.3% | +112.6% |
| 1Y | +155.0% | +42.9% | +112.1% | +130.2% |
| 3Y | +397.9% | +95.0% | +302.9% | +305.6% |
| 5Y | +529.2% | +106.2% | +423.0% | +401.1% |
| 10Y | +1,007.5% | +131.6% | +875.9% | +769.7% |
| All | +1,007.5% | +130.7% | +876.8% | +769.7% |
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