+3,759.0%
FIX vs ARMK
+130.7%
+3,628.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.8% | +5.8% | +5.4% |
| 7D | +6.4% | +2.8% | +3.7% | +5.6% |
| 30D | -29.1% | -1.8% | -27.3% | -28.0% |
| 3M | -31.1% | -10.9% | -20.3% | -27.4% |
| 6M | -42.8% | +21.2% | -64.0% | -46.8% |
| YTD | +24.6% | +47.0% | -22.4% | +7.5% |
| 1Y | +21.9% | +42.9% | -20.9% | +6.1% |
| 3Y | +524.9% | +95.0% | +429.9% | +377.9% |
| 5Y | +1,092.2% | +106.2% | +986.0% | +778.2% |
| 10Y | +3,759.0% | +131.6% | +3,627.4% | +2,671.3% |
| All | +3,759.0% | +130.7% | +3,628.3% | +2,671.3% |
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