+700.5%
AU vs ARMK
+146.8%
+553.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.9% |
| 7D | +0.6% | +0.3% | +0.3% | +0.6% |
| 30D | +12.3% | +2.4% | +9.9% | +11.5% |
| 3M | +29.4% | +6.1% | +23.3% | +27.5% |
| 6M | +3.2% | +41.8% | -38.5% | -4.7% |
| YTD | +31.8% | +55.5% | -23.7% | +19.5% |
| 1Y | +83.4% | +49.6% | +33.8% | +67.1% |
| 3Y | +623.1% | +122.8% | +500.3% | +497.7% |
| 5Y | +700.5% | +151.0% | +549.5% | +561.1% |
| All | +700.5% | +146.8% | +553.7% | +561.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling