+10.2%
DIA vs ARMK
+42.6%
-32.4%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | -1.6% | +2.8% | -4.4% | -2.0% |
| 30D | +1.3% | -1.8% | +3.1% | +1.4% |
| 3M | -2.1% | -10.9% | +8.8% | -0.4% |
| 6M | +6.2% | +21.2% | -15.0% | +1.1% |
| YTD | +10.3% | +47.0% | -36.7% | +0.3% |
| All | +10.2% | +42.6% | -32.4% | +0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling