+8.2%
MSCI vs ARMK
+106.4%
-98.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.6% | +1.9% |
| 7D | +2.7% | -0.7% | +3.4% | +2.7% |
| 30D | +16.2% | -1.3% | +17.5% | +16.3% |
| 3M | +17.1% | -2.5% | +19.6% | +17.1% |
| 6M | +13.0% | +20.8% | -7.8% | +3.4% |
| YTD | +15.8% | +48.2% | -32.4% | -3.8% |
| 1Y | +15.5% | +45.7% | -30.3% | -3.5% |
| 3Y | +32.3% | +96.6% | -64.2% | -8.4% |
| 5Y | +8.2% | +106.6% | -98.4% | -32.4% |
| All | +8.2% | +106.4% | -98.2% | -32.4% |
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 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