+600.3%
ATI vs ARMK
+350.8%
+249.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +3.9% | +3.5% |
| 7D | -0.1% | -2.4% | +2.4% | +1.4% |
| 30D | +2.7% | 0.0% | +2.7% | +2.3% |
| 3M | +16.3% | +6.7% | +9.7% | +11.5% |
| 6M | +30.2% | +38.8% | -8.6% | +6.5% |
| YTD | +83.6% | +55.2% | +28.4% | +39.9% |
| 1Y | +173.0% | +46.6% | +126.4% | +114.3% |
| 3Y | +356.6% | +112.9% | +243.7% | +180.3% |
| 5Y | +1,074.2% | +144.0% | +930.2% | +541.3% |
| 10Y | +1,136.2% | +132.4% | +1,003.8% | +579.4% |
| All | +600.3% | +350.8% | +249.4% | +223.3% |
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