+490.8%
LITE vs ARMK
+96.3%
+394.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.5% | +1.2% | +3.4% |
| 7D | -35.9% | -2.6% | -33.3% | -34.8% |
| 30D | -51.5% | -5.2% | -46.3% | -49.8% |
| 3M | -35.7% | -6.5% | -29.2% | -33.2% |
| 6M | -43.0% | +15.3% | -58.2% | -46.6% |
| YTD | +46.1% | +43.6% | +2.5% | +21.3% |
| 1Y | +124.7% | +42.1% | +82.7% | +86.8% |
| 3Y | +1,172.1% | +94.0% | +1,078.1% | +788.1% |
| All | +490.8% | +96.3% | +394.5% | +288.1% |
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