+507.4%
ATI vs ARMK
+330.5%
+176.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.2% | -0.6% |
| 7D | +1.3% | -0.7% | +2.0% | +1.8% |
| 30D | -4.8% | -1.3% | -3.4% | -3.6% |
| 3M | -19.9% | -2.5% | -17.4% | -18.8% |
| 6M | +15.4% | +20.8% | -5.4% | +2.5% |
| YTD | +59.2% | +48.2% | +11.0% | +24.9% |
| 1Y | +86.3% | +45.7% | +40.5% | +47.3% |
| 3Y | +318.2% | +96.6% | +221.7% | +169.8% |
| 5Y | +958.6% | +106.6% | +852.1% | +542.3% |
| 10Y | +996.8% | +132.6% | +864.2% | +503.5% |
| All | +507.4% | +330.5% | +176.9% | +188.7% |
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 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