-25.3%
HDB vs ARMK
+96.3%
-121.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.5% | -2.7% | +0.7% |
| 7D | +13.3% | -2.6% | +16.0% | +13.9% |
| 30D | +13.6% | -5.2% | +18.7% | +14.7% |
| 3M | +5.8% | -6.5% | +12.3% | +7.1% |
| 6M | -1.9% | +15.3% | -17.2% | -6.0% |
| YTD | -31.2% | +43.6% | -74.8% | -37.8% |
| 1Y | -29.6% | +42.1% | -71.6% | -36.2% |
| 3Y | -10.1% | +94.0% | -104.1% | -28.3% |
| All | -25.3% | +96.3% | -121.6% | -44.9% |
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