+35.7%
AVAV vs ARMK
+107.5%
-71.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +4.2% | +8.4% | +10.8% |
| 7D | +3.2% | +0.9% | +2.2% | +3.1% |
| 30D | -7.4% | -0.4% | -7.0% | -7.0% |
| 3M | -32.0% | -2.0% | -30.0% | -31.4% |
| 6M | -24.6% | +22.0% | -46.5% | -30.4% |
| YTD | -47.5% | +49.6% | -97.1% | -55.3% |
| 1Y | -61.5% | +46.4% | -107.8% | -67.0% |
| 3Y | +5.5% | +103.2% | -97.7% | -23.8% |
| 5Y | +35.7% | +108.1% | -72.4% | -7.0% |
| All | +35.7% | +107.5% | -71.8% | -7.0% |
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