+779.7%
MSCI vs ARMK
+131.1%
+648.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.3% | -0.3% |
| 7D | +1.5% | +0.9% | +0.5% | +1.0% |
| 30D | +14.4% | -0.4% | +14.8% | +14.1% |
| 3M | +15.2% | -2.0% | +17.2% | +15.1% |
| 6M | +11.2% | +22.0% | -10.7% | +4.0% |
| YTD | +13.9% | +49.6% | -35.7% | -0.3% |
| 1Y | +12.5% | +46.4% | -33.9% | -0.9% |
| 3Y | +32.3% | +103.2% | -70.9% | +3.9% |
| 5Y | +4.9% | +108.1% | -103.3% | -19.1% |
| 10Y | +779.7% | +129.4% | +650.3% | +537.9% |
| All | +779.7% | +131.1% | +648.6% | +537.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling