+1,341.9%
ASX vs ARMK
+350.8%
+991.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.5% |
| 7D | -0.7% | -2.4% | +1.7% | 0.0% |
| 30D | +2.0% | 0.0% | +2.0% | +1.9% |
| 3M | -1.3% | +6.7% | -8.0% | -3.3% |
| 6M | +71.4% | +38.8% | +32.6% | +55.4% |
| YTD | +135.3% | +55.2% | +80.1% | +106.3% |
| 1Y | +267.5% | +46.6% | +220.9% | +226.1% |
| 3Y | +388.5% | +112.9% | +275.6% | +285.3% |
| 5Y | +417.1% | +144.0% | +273.1% | +291.3% |
| 10Y | +872.7% | +132.4% | +740.3% | +619.7% |
| All | +1,341.9% | +350.8% | +991.0% | +852.3% |
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