+82.7%
HL vs ARMK
+49.9%
+32.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | -5.6% | -0.9% | -4.7% | -5.3% |
| 30D | +12.7% | -5.9% | +18.7% | +15.1% |
| 3M | +42.5% | +6.7% | +35.8% | +39.0% |
| 6M | -9.0% | +42.5% | -51.6% | -21.7% |
| YTD | +4.4% | +55.1% | -50.7% | -8.0% |
| 1Y | +82.7% | +50.3% | +32.3% | +55.8% |
| All | +82.7% | +49.9% | +32.7% | +55.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling