+325.3%
ASX vs ARMK
+91.9%
+233.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.5% | +2.0% | +4.4% |
| 7D | -19.9% | -2.6% | -17.3% | -18.7% |
| 30D | -30.9% | -5.2% | -25.7% | -28.8% |
| 3M | -15.1% | -6.5% | -8.6% | -12.2% |
| 6M | -6.5% | +15.3% | -21.7% | -10.2% |
| YTD | +98.4% | +43.6% | +54.8% | +76.4% |
| 1Y | +107.9% | +42.1% | +65.8% | +85.1% |
| 3Y | +325.3% | +94.0% | +231.3% | +241.9% |
| All | +325.3% | +91.9% | +233.3% | +241.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling