+7.5%
INDA vs ARMK
+148.1%
-140.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.1% | -1.9% |
| 7D | -1.0% | +1.7% | -2.7% | -1.3% |
| 30D | -2.5% | +3.1% | -5.7% | -3.2% |
| 3M | +4.0% | +9.2% | -5.2% | +2.1% |
| 6M | -1.8% | +43.7% | -45.5% | -8.6% |
| YTD | -9.2% | +57.4% | -66.5% | -17.0% |
| 1Y | -7.2% | +51.9% | -59.0% | -14.8% |
| 3Y | +9.8% | +125.4% | -115.6% | -9.3% |
| 5Y | +7.5% | +149.1% | -141.6% | -14.9% |
| All | +7.5% | +148.1% | -140.6% | -14.9% |
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