-59.3%
AVTR vs ARMK
+107.5%
-166.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.2% | -1.3% | +1.3% |
| 7D | +1.9% | +0.9% | +1.0% | +1.5% |
| 30D | +1.5% | -0.4% | +1.9% | +1.5% |
| 3M | +17.1% | -2.0% | +19.0% | +17.2% |
| 6M | +91.5% | +22.0% | +69.5% | +75.6% |
| YTD | +38.8% | +49.6% | -10.8% | +16.9% |
| 1Y | +37.7% | +46.4% | -8.6% | +17.1% |
| 3Y | -13.5% | +103.2% | -116.7% | -36.3% |
| 5Y | -59.3% | +108.1% | -167.4% | -72.1% |
| All | -59.3% | +107.5% | -166.8% | -72.1% |
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