+10.8%
HD vs ARMK
+144.6%
-133.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.2% |
| 7D | -2.1% | -2.4% | +0.4% | -1.3% |
| 30D | -8.4% | 0.0% | -8.4% | -8.6% |
| 3M | +4.3% | +6.7% | -2.3% | +2.0% |
| 6M | -11.1% | +38.8% | -49.9% | -20.4% |
| YTD | -4.7% | +55.2% | -59.9% | -17.8% |
| 1Y | -19.8% | +46.6% | -66.4% | -29.7% |
| 3Y | +4.1% | +112.9% | -108.8% | -21.5% |
| All | +10.8% | +144.6% | -133.8% | -21.3% |
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 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