+259.0%
BNY vs ARMK
+147.8%
+111.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -1.1% | -0.9% | -0.2% | -0.7% |
| 30D | +1.4% | -5.9% | +7.4% | +3.7% |
| 3M | +16.8% | +6.7% | +10.1% | +13.5% |
| 6M | +42.0% | +42.5% | -0.6% | +22.8% |
| YTD | +41.9% | +55.1% | -13.2% | +18.4% |
| 1Y | +59.2% | +50.3% | +8.9% | +34.2% |
| 3Y | +290.9% | +122.2% | +168.7% | +172.1% |
| 5Y | +259.0% | +155.2% | +103.9% | +125.9% |
| All | +259.0% | +147.8% | +111.2% | +125.9% |
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 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