+7.8%
INDA vs ARMK
+96.3%
-88.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.5% | -2.7% | +0.9% |
| 7D | +6.6% | -2.6% | +9.3% | +7.1% |
| 30D | +10.4% | -5.2% | +15.6% | +11.3% |
| 3M | +1.5% | -6.5% | +8.0% | +2.5% |
| 6M | +1.7% | +15.3% | -13.5% | -1.6% |
| YTD | -5.8% | +43.6% | -49.4% | -12.9% |
| 1Y | -5.1% | +42.1% | -47.1% | -12.0% |
| 3Y | +16.0% | +94.0% | -78.0% | -1.8% |
| All | +7.8% | +96.3% | -88.5% | -12.7% |
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