+514.5%
ATI vs ARMK
+334.6%
+179.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.2% | +1.0% | +2.7% |
| 7D | +6.0% | +0.9% | +5.1% | +5.5% |
| 30D | -3.6% | -0.4% | -3.3% | -3.0% |
| 3M | -18.9% | -2.0% | -16.9% | -18.0% |
| 6M | +16.7% | +22.0% | -5.2% | +3.1% |
| YTD | +61.1% | +49.6% | +11.5% | +25.7% |
| 1Y | +89.3% | +46.4% | +42.9% | +49.3% |
| 3Y | +333.3% | +103.2% | +230.1% | +174.1% |
| 5Y | +954.5% | +108.1% | +846.4% | +537.0% |
| 10Y | +1,067.0% | +129.4% | +937.6% | +546.4% |
| All | +514.5% | +334.6% | +179.9% | +190.5% |
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