+27.7%
GEN vs ARMK
+96.3%
-68.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.5% | -7.1% | -4.2% |
| 7D | +2.3% | -2.6% | +4.9% | +3.0% |
| 30D | +33.1% | -5.2% | +38.2% | +34.9% |
| 3M | +6.5% | -6.5% | +13.0% | +8.2% |
| 6M | +53.8% | +15.3% | +38.5% | +44.0% |
| YTD | +11.2% | +43.6% | -32.4% | -4.6% |
| 1Y | +19.4% | +42.1% | -22.7% | +2.8% |
| 3Y | +81.0% | +94.0% | -13.0% | +37.5% |
| All | +27.7% | +96.3% | -68.6% | -5.7% |
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