+149.2%
FDX vs ARMK
+123.7%
+25.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.5% | -7.2% | -4.3% |
| 7D | -1.6% | -2.6% | +1.0% | -0.9% |
| 30D | +6.6% | -5.2% | +11.8% | +8.3% |
| 3M | -2.1% | -6.5% | +4.4% | -0.3% |
| 6M | +2.2% | +15.3% | -13.1% | -4.0% |
| YTD | +33.9% | +43.6% | -9.7% | +15.9% |
| 1Y | +50.2% | +42.1% | +8.2% | +30.4% |
| 3Y | +65.5% | +94.0% | -28.5% | +25.7% |
| 5Y | +74.1% | +96.3% | -22.2% | +29.3% |
| All | +149.2% | +123.7% | +25.5% | +75.0% |
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