+153.2%
BTI vs ARMK
+106.4%
+46.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.2% | +1.4% |
| 7D | -0.1% | -0.7% | +0.6% | -0.1% |
| 30D | +9.6% | -1.3% | +10.9% | +9.6% |
| 3M | +8.3% | -2.5% | +10.8% | +8.4% |
| 6M | +7.5% | +20.8% | -13.3% | +3.4% |
| YTD | +12.3% | +48.2% | -35.9% | +4.2% |
| 1Y | +16.2% | +45.7% | -29.5% | +8.1% |
| 3Y | +148.0% | +96.6% | +51.4% | +112.4% |
| 5Y | +153.2% | +106.6% | +46.7% | +108.4% |
| All | +153.2% | +106.4% | +46.8% | +108.4% |
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