+73.3%
DRI vs ARMK
+144.6%
-71.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.2% |
| 7D | +0.6% | -2.4% | +3.0% | +1.5% |
| 30D | +3.8% | 0.0% | +3.8% | +3.6% |
| 3M | +13.0% | +6.7% | +6.4% | +9.7% |
| 6M | +8.3% | +38.8% | -30.5% | -6.3% |
| YTD | +20.6% | +55.2% | -34.6% | -0.9% |
| 1Y | +6.5% | +46.6% | -40.2% | -10.6% |
| 3Y | +53.7% | +112.9% | -59.2% | +3.2% |
| All | +73.3% | +144.6% | -71.4% | +3.5% |
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