+74.1%
DRI vs ARMK
+96.3%
-22.2%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.5% | -5.5% | -2.7% |
| 7D | +2.8% | -2.6% | +5.4% | +3.6% |
| 30D | +13.3% | -5.2% | +18.4% | +15.1% |
| 3M | +8.2% | -6.5% | +14.7% | +10.3% |
| 6M | +17.5% | +15.3% | +2.3% | +9.6% |
| YTD | +26.9% | +43.6% | -16.7% | +7.4% |
| 1Y | +31.6% | +42.1% | -10.5% | +11.7% |
| 3Y | +67.0% | +94.0% | -27.0% | +16.9% |
| All | +74.1% | +96.3% | -22.2% | +16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling