+54.8%
DUK vs ARMK
+106.2%
-51.4%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | 0.0% |
| 7D | -0.6% | +2.8% | -3.4% | -1.0% |
| 30D | +9.4% | -1.8% | +11.2% | +9.5% |
| 3M | +5.4% | -10.9% | +16.3% | +6.8% |
| 6M | +4.9% | +21.2% | -16.3% | +2.1% |
| YTD | +12.7% | +47.0% | -34.3% | +6.8% |
| 1Y | +7.8% | +42.9% | -35.1% | +2.5% |
| 3Y | +63.3% | +95.0% | -31.7% | +45.7% |
| All | +54.8% | +106.2% | -51.4% | +36.7% |
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