+66.6%
GEN vs ARMK
+96.4%
-29.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | -3.0% | +7.1% | -10.1% | -5.3% |
| 30D | +24.7% | -1.6% | +26.3% | +24.8% |
| 3M | +4.1% | -10.5% | +14.7% | +7.9% |
| 6M | +36.0% | +11.8% | +24.2% | +28.7% |
| YTD | +10.9% | +47.3% | -36.4% | -7.4% |
| 1Y | +12.2% | +41.5% | -29.3% | -4.7% |
| All | +66.6% | +96.4% | -29.8% | +26.2% |
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