+16.5%
BTDR vs ARMK
+147.8%
-131.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.3% | -6.2% | -6.4% |
| 7D | -3.2% | -0.9% | -2.3% | -2.9% |
| 30D | +32.7% | -5.9% | +38.6% | +35.4% |
| 3M | -28.4% | +6.7% | -35.1% | -30.1% |
| 6M | +51.7% | +42.5% | +9.2% | +34.9% |
| YTD | +2.9% | +55.1% | -52.3% | -10.7% |
| 1Y | -15.5% | +50.3% | -65.8% | -26.1% |
| 3Y | 0.0% | +122.2% | -122.2% | -12.1% |
| 5Y | +16.5% | +155.2% | -138.7% | +1.9% |
| All | +16.5% | +147.8% | -131.3% | +1.9% |
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