+153.7%
GEN vs ARMK
+137.5%
+16.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.1% | -3.0% |
| 7D | -0.7% | +1.7% | -2.4% | -1.0% |
| 30D | +2.6% | +3.1% | -0.5% | +1.8% |
| 3M | +15.8% | +9.2% | +6.6% | +13.4% |
| 6M | +33.1% | +43.7% | -10.5% | +23.0% |
| YTD | +11.3% | +57.4% | -46.1% | +0.9% |
| 1Y | +1.7% | +51.9% | -50.2% | -7.2% |
| 3Y | +58.1% | +125.4% | -67.3% | +33.7% |
| 5Y | +20.6% | +149.1% | -128.5% | -0.5% |
| All | +153.7% | +137.5% | +16.2% | +111.3% |
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