+387.2%
BE vs ARMK
+96.3%
+290.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.5% | -1.0% | +0.6% |
| 7D | -14.7% | -2.6% | -12.1% | -12.9% |
| 30D | -40.5% | -5.2% | -35.3% | -38.1% |
| 3M | -24.3% | -6.5% | -17.8% | -20.5% |
| 6M | -39.3% | +15.3% | -54.6% | -44.3% |
| YTD | +99.4% | +43.6% | +55.8% | +59.6% |
| 1Y | +26.6% | +42.1% | -15.5% | +1.6% |
| 3Y | +1,616.9% | +94.0% | +1,522.9% | +887.2% |
| All | +387.2% | +96.3% | +290.9% | +145.8% |
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