+596.6%
DRI vs ARMK
+350.8%
+245.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.1% |
| 7D | +0.6% | -2.4% | +3.0% | +1.9% |
| 30D | +3.8% | 0.0% | +3.8% | +3.4% |
| 3M | +13.0% | +6.7% | +6.4% | +8.6% |
| 6M | +8.3% | +38.8% | -30.5% | -10.8% |
| YTD | +20.6% | +55.2% | -34.6% | -7.2% |
| 1Y | +6.5% | +46.6% | -40.2% | -15.7% |
| 3Y | +53.7% | +112.9% | -59.2% | -6.3% |
| 5Y | +72.7% | +144.0% | -71.3% | -5.9% |
| 10Y | +363.2% | +132.4% | +230.7% | +116.3% |
| All | +596.6% | +350.8% | +245.7% | +176.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling