+166.8%
BTI vs ARMK
+327.8%
-161.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -3.2% | +7.1% | -10.4% | -4.5% |
| 30D | +9.7% | -1.6% | +11.3% | +9.8% |
| 3M | +11.1% | -10.5% | +21.6% | +13.0% |
| 6M | -1.2% | +11.8% | -13.0% | -3.6% |
| YTD | +12.7% | +47.3% | -34.6% | +4.5% |
| 1Y | +15.8% | +41.5% | -25.7% | +8.1% |
| 3Y | +148.9% | +95.3% | +53.6% | +116.2% |
| 5Y | +151.9% | +108.1% | +43.8% | +113.1% |
| 10Y | +124.2% | +132.0% | -7.8% | +81.6% |
| All | +166.8% | +327.8% | -161.0% | +95.7% |
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