+162.6%
DUK vs ARMK
+131.4%
+31.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +1.9% | +2.7% | -0.7% | +1.6% |
| 30D | +8.9% | -1.5% | +10.4% | +8.9% |
| 3M | +5.6% | -11.6% | +17.1% | +7.1% |
| 6M | +7.0% | +6.7% | +0.2% | +5.7% |
| YTD | +14.0% | +47.4% | -33.4% | +7.6% |
| 1Y | +9.1% | +41.5% | -32.4% | +3.4% |
| 3Y | +67.6% | +95.5% | -28.0% | +50.0% |
| 5Y | +56.6% | +108.4% | -51.8% | +37.4% |
| All | +162.6% | +131.4% | +31.2% | +129.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling