+5,083.9%
LITE vs ARMK
+177.2%
+4,906.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +4.3% |
| 7D | -1.5% | -2.4% | +0.9% | -0.8% |
| 30D | +6.7% | 0.0% | +6.6% | +6.5% |
| 3M | -6.8% | +6.7% | -13.4% | -8.9% |
| 6M | +29.4% | +38.8% | -9.4% | +15.8% |
| YTD | +139.1% | +55.2% | +83.9% | +104.9% |
| 1Y | +521.0% | +46.6% | +474.4% | +440.5% |
| 3Y | +1,535.3% | +112.9% | +1,422.4% | +1,163.1% |
| 5Y | +889.8% | +144.0% | +745.9% | +627.7% |
| 10Y | +2,400.7% | +132.4% | +2,268.3% | +1,790.0% |
| All | +5,083.9% | +177.2% | +4,906.7% | +3,686.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling