+80.8%
BHP vs ARMK
+48.9%
+32.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.6% |
| 7D | +0.9% | +0.3% | +0.6% | +0.8% |
| 30D | +4.0% | +2.4% | +1.7% | +2.9% |
| 3M | +11.3% | +6.1% | +5.2% | +8.5% |
| 6M | +29.3% | +41.8% | -12.4% | +13.7% |
| YTD | +59.2% | +55.5% | +3.7% | +38.0% |
| 1Y | +80.8% | +49.6% | +31.3% | +58.9% |
| All | +80.8% | +48.9% | +32.0% | +58.9% |
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