+31.0%
LNT vs ARMK
+144.7%
-113.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.1% |
| 7D | -0.1% | -2.4% | +2.3% | +0.3% |
| 30D | -3.2% | 0.0% | -3.2% | -3.3% |
| 3M | -4.1% | +6.7% | -10.7% | -5.2% |
| 6M | -4.6% | +38.8% | -43.4% | -9.9% |
| YTD | +7.0% | +55.2% | -48.2% | -1.2% |
| 1Y | +8.3% | +46.6% | -38.3% | +0.9% |
| 3Y | +51.0% | +112.9% | -61.9% | +29.2% |
| All | +31.0% | +144.7% | -113.7% | +9.0% |
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 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