+190.8%
EQT vs ARMK
+160.7%
+30.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.2% | -4.8% | -2.7% |
| 7D | -2.0% | +3.1% | -5.1% | -3.0% |
| 30D | 0.0% | -2.8% | +2.8% | +0.9% |
| 3M | +5.9% | +7.6% | -1.6% | +3.1% |
| 6M | -14.8% | +47.9% | -62.7% | -26.4% |
| YTD | +1.8% | +60.0% | -58.3% | -15.1% |
| 1Y | +7.4% | +52.2% | -44.9% | -8.9% |
| 3Y | +33.6% | +131.4% | -97.8% | -9.0% |
| All | +190.8% | +160.7% | +30.1% | +80.0% |
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 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