-62.0%
FND vs ARMK
+96.3%
-158.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.5% | -4.9% | -3.2% |
| 7D | +7.7% | -2.6% | +10.3% | +9.0% |
| 30D | +11.9% | -5.2% | +17.0% | +14.8% |
| 3M | -14.6% | -6.5% | -8.1% | -11.9% |
| 6M | +0.5% | +15.3% | -14.8% | -10.5% |
| YTD | -15.8% | +43.6% | -59.4% | -35.8% |
| 1Y | -12.9% | +42.1% | -55.0% | -33.0% |
| 3Y | -34.2% | +94.0% | -128.2% | -61.0% |
| All | -62.0% | +96.3% | -158.3% | -79.7% |
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