+146.1%
LITE vs ARMK
+42.9%
+103.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.7% |
| 7D | +22.6% | +7.1% | +15.4% | +20.0% |
| 30D | -36.8% | -1.6% | -35.1% | -36.6% |
| 3M | -33.0% | -10.5% | -22.5% | -33.5% |
| 6M | -37.1% | +11.8% | -48.8% | -34.2% |
| YTD | +69.5% | +47.3% | +22.2% | +97.6% |
| 1Y | +146.1% | +41.5% | +104.6% | +184.2% |
| All | +146.1% | +42.9% | +103.2% | +184.2% |
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