+632.9%
DRI vs ARMK
+317.2%
+315.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.5% | -5.5% | -3.4% |
| 7D | +2.8% | -2.6% | +5.4% | +4.0% |
| 30D | +13.3% | -5.2% | +18.4% | +15.9% |
| 3M | +8.2% | -6.5% | +14.7% | +11.0% |
| 6M | +17.5% | +15.3% | +2.3% | +6.8% |
| YTD | +26.9% | +43.6% | -16.7% | +1.2% |
| 1Y | +31.6% | +42.1% | -10.5% | +5.4% |
| 3Y | +67.0% | +94.0% | -27.0% | +6.6% |
| 5Y | +72.9% | +96.3% | -23.3% | +6.4% |
| 10Y | +371.3% | +126.7% | +244.7% | +124.4% |
| All | +632.9% | +317.2% | +315.7% | +201.4% |
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