+165.9%
BTI vs ARMK
+330.5%
-164.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.5% |
| YTD | +12.3% | +48.2% | -35.9% | +4.1% |
| 1Y | +16.2% | +45.7% | -29.5% | +8.0% |
| 3Y | +148.0% | +96.6% | +51.4% | +115.2% |
| 5Y | +153.2% | +106.6% | +46.7% | +114.6% |
| 10Y | +128.2% | +132.6% | -4.3% | +84.9% |
| All | +165.9% | +330.5% | -164.6% | +94.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling