+930.3%
ATI vs ARMK
+131.4%
+799.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.8% |
| 7D | +4.2% | +2.7% | +1.5% | +2.6% |
| 30D | -2.5% | -1.5% | -1.0% | -1.3% |
| 3M | -19.4% | -11.6% | -7.9% | -13.3% |
| 6M | +11.1% | +6.7% | +4.3% | +6.5% |
| YTD | +59.5% | +47.4% | +12.1% | +25.5% |
| 1Y | +85.8% | +41.5% | +44.3% | +49.4% |
| 3Y | +311.9% | +95.5% | +216.4% | +166.0% |
| 5Y | +963.2% | +108.4% | +854.9% | +539.7% |
| All | +930.3% | +131.4% | +799.0% | +493.6% |
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