-34.2%
FND vs ARMK
+91.9%
-126.1%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.5% | -4.9% | -2.6% |
| 7D | +7.7% | -2.6% | +10.3% | +8.7% |
| 30D | +11.9% | -5.2% | +17.0% | +14.2% |
| 3M | -14.6% | -6.5% | -8.1% | -12.4% |
| 6M | +0.5% | +15.3% | -14.8% | -8.3% |
| YTD | -15.8% | +43.6% | -59.4% | -32.4% |
| 1Y | -12.9% | +42.1% | -55.0% | -29.5% |
| 3Y | -34.2% | +94.0% | -128.2% | -52.2% |
| All | -34.2% | +91.9% | -126.1% | -52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling