+1,042.4%
ASX vs ARMK
+299.4%
+743.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.9% | -16.9% | -19.6% |
| 7D | -33.3% | -10.2% | -23.1% | -30.8% |
| 30D | -36.5% | -9.3% | -27.2% | -34.2% |
| 3M | -19.2% | -11.4% | -7.8% | -15.8% |
| 6M | -10.2% | +11.6% | -21.8% | -12.8% |
| YTD | +86.5% | +37.5% | +49.0% | +70.4% |
| 1Y | +89.6% | +34.9% | +54.7% | +74.0% |
| 3Y | +298.6% | +83.4% | +215.2% | +230.5% |
| 5Y | +414.3% | +87.9% | +326.4% | +320.1% |
| 10Y | +711.1% | +117.0% | +594.1% | +516.1% |
| All | +1,042.4% | +299.4% | +743.0% | +686.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling