+504.7%
ASX vs ARMK
+106.4%
+398.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.9% | +4.2% | +3.8% |
| 7D | -9.1% | -0.7% | -8.4% | -8.4% |
| 30D | -23.6% | -1.3% | -22.3% | -22.4% |
| 3M | -5.6% | -2.5% | -3.1% | -3.7% |
| 6M | +4.7% | +20.8% | -16.1% | -4.0% |
| YTD | +122.6% | +48.2% | +74.4% | +84.8% |
| 1Y | +133.0% | +45.7% | +87.3% | +94.5% |
| 3Y | +367.1% | +96.6% | +270.6% | +218.7% |
| 5Y | +504.7% | +106.6% | +398.2% | +260.2% |
| All | +504.7% | +106.4% | +398.3% | +260.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling