+2,105.4%
FIX vs ARMK
+144.6%
+1,960.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.3% |
| 7D | +6.0% | -2.4% | +8.4% | +7.2% |
| 30D | -7.2% | 0.0% | -7.3% | -7.4% |
| 3M | -15.9% | +6.7% | -22.5% | -18.6% |
| 6M | +12.7% | +38.8% | -26.1% | -4.3% |
| YTD | +72.8% | +55.2% | +17.6% | +38.3% |
| 1Y | +122.9% | +46.6% | +76.3% | +82.8% |
| 3Y | +774.3% | +112.9% | +661.4% | +484.9% |
| All | +2,105.4% | +144.6% | +1,960.8% | +1,213.8% |
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