+1,025.2%
AU vs ARMK
+350.8%
+674.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.5% | -2.3% |
| 7D | -3.6% | -2.4% | -1.2% | -3.6% |
| 30D | +23.9% | 0.0% | +23.9% | +23.9% |
| 3M | +19.1% | +6.7% | +12.4% | +18.8% |
| 6M | -0.2% | +38.8% | -39.0% | -1.1% |
| YTD | +32.5% | +55.2% | -22.7% | +31.0% |
| 1Y | +96.9% | +46.6% | +50.3% | +95.0% |
| 3Y | +614.7% | +112.9% | +501.8% | +605.3% |
| 5Y | +647.7% | +144.0% | +503.7% | +641.8% |
| 10Y | +679.2% | +132.4% | +546.8% | +636.0% |
| All | +1,025.2% | +350.8% | +674.4% | +1,082.7% |
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