-7.5%
HDB vs ARMK
+96.6%
-104.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.7% | +2.7% | +0.1% | +2.4% |
| 30D | +14.1% | -1.5% | +15.6% | +14.2% |
| 3M | +11.8% | -11.6% | +23.4% | +13.4% |
| 6M | +8.2% | +6.7% | +1.4% | +7.1% |
| YTD | -29.3% | +47.4% | -76.7% | -32.6% |
| 1Y | -28.8% | +41.5% | -70.3% | -31.8% |
| 3Y | -7.5% | +95.5% | -103.0% | -13.3% |
| All | -7.5% | +96.6% | -104.1% | -13.3% |
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 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