+415.5%
CNQ vs ARMK
+146.1%
+269.4%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.2% | -3.7% | -1.9% |
| 7D | +0.1% | +3.1% | -3.0% | -1.2% |
| 30D | +6.2% | -2.8% | +9.0% | +7.3% |
| 3M | +12.4% | +7.6% | +4.8% | +8.4% |
| 6M | +9.0% | +47.9% | -38.9% | -9.2% |
| YTD | +52.2% | +60.0% | -7.8% | +22.0% |
| 1Y | +65.0% | +52.2% | +12.8% | +34.7% |
| 3Y | +78.8% | +131.4% | -52.6% | +15.8% |
| 5Y | +286.0% | +163.2% | +122.8% | +126.0% |
| All | +415.5% | +146.1% | +269.4% | +234.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling