+124.7%
LITE vs ARMK
+40.7%
+84.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.5% | +1.2% | +4.4% |
| 7D | -35.9% | -2.6% | -33.3% | -35.5% |
| 30D | -51.5% | -5.2% | -46.3% | -51.1% |
| 3M | -35.7% | -6.5% | -29.2% | -35.0% |
| 6M | -43.0% | +15.3% | -58.2% | -38.4% |
| YTD | +46.1% | +43.6% | +2.5% | +74.8% |
| 1Y | +124.7% | +42.1% | +82.7% | +170.0% |
| All | +124.7% | +40.7% | +84.1% | +170.0% |
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