+18.9%
AVTR vs ARMK
+50.6%
-31.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.5% | +1.5% |
| 7D | +7.4% | +1.7% | +5.7% | +6.9% |
| 30D | +12.2% | +3.1% | +9.1% | +11.0% |
| 3M | +57.4% | +9.2% | +48.2% | +52.8% |
| 6M | +86.7% | +43.7% | +43.0% | +62.6% |
| YTD | +33.1% | +57.4% | -24.3% | +9.8% |
| All | +18.9% | +50.6% | -31.8% | -2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling