+820.4%
MSCI vs ARMK
+130.7%
+689.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.9% |
| 7D | -1.9% | +2.8% | -4.7% | -2.7% |
| 30D | +16.5% | -1.8% | +18.2% | +16.6% |
| 3M | +18.2% | -10.9% | +29.1% | +21.5% |
| 6M | +14.0% | +21.2% | -7.3% | +6.7% |
| YTD | +16.6% | +47.0% | -30.4% | +2.6% |
| 1Y | +14.8% | +42.9% | -28.0% | +1.8% |
| 3Y | +33.3% | +95.0% | -61.7% | +5.9% |
| 5Y | +9.1% | +106.2% | -97.2% | -15.6% |
| 10Y | +820.4% | +131.6% | +688.8% | +568.3% |
| All | +820.4% | +130.7% | +689.6% | +568.3% |
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