+77.5%
DE vs ARMK
+125.3%
-47.8%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.3% | -2.3% |
| 7D | +0.7% | +1.7% | -1.0% | +0.2% |
| 30D | +9.6% | +3.1% | +6.5% | +8.4% |
| 3M | +19.0% | +9.2% | +9.7% | +15.4% |
| 6M | +16.1% | +43.7% | -27.6% | +2.4% |
| YTD | +47.0% | +57.4% | -10.3% | +25.8% |
| 1Y | +43.1% | +51.9% | -8.7% | +23.6% |
| 3Y | +77.5% | +125.4% | -47.9% | +28.3% |
| All | +77.5% | +125.3% | -47.8% | +28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling