+51.5%
HAS vs ARMK
+106.4%
-54.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.7% | +1.1% |
| 7D | +3.3% | -0.7% | +4.0% | +3.4% |
| 30D | +30.5% | -1.3% | +31.9% | +30.7% |
| 3M | +29.9% | -2.5% | +32.4% | +30.3% |
| 6M | +26.5% | +20.8% | +5.8% | +15.3% |
| YTD | +51.9% | +48.2% | +3.8% | +26.7% |
| 1Y | +60.9% | +45.7% | +15.2% | +34.9% |
| 3Y | +215.0% | +96.6% | +118.4% | +125.8% |
| 5Y | +51.5% | +106.6% | -55.1% | +1.8% |
| All | +51.5% | +106.4% | -54.9% | +1.8% |
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