+1,055.0%
ATI vs ARMK
+136.6%
+918.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -2.4% |
| 7D | +3.2% | +1.7% | +1.5% | +2.1% |
| 30D | -9.0% | +3.1% | -12.1% | -10.9% |
| 3M | +15.1% | +9.2% | +5.9% | +8.8% |
| 6M | +38.1% | +43.7% | -5.5% | +10.6% |
| YTD | +80.7% | +57.4% | +23.3% | +36.3% |
| 1Y | +167.5% | +51.9% | +115.7% | +105.4% |
| 3Y | +366.0% | +125.4% | +240.6% | +175.4% |
| 5Y | +1,088.8% | +149.1% | +939.7% | +537.6% |
| 10Y | +1,055.0% | +135.4% | +919.5% | +610.7% |
| All | +1,055.0% | +136.6% | +918.4% | +610.7% |
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