+5.6%
MSCI vs ARMK
+106.7%
-101.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +3.0% | +2.7% | +0.3% | +2.0% |
| 30D | +17.8% | -1.5% | +19.3% | +17.9% |
| 3M | +15.2% | -11.6% | +26.7% | +19.8% |
| 6M | +16.5% | +6.7% | +9.7% | +12.2% |
| YTD | +16.4% | +47.4% | -31.1% | -3.2% |
| 1Y | +16.8% | +41.5% | -24.7% | -1.1% |
| 3Y | +35.8% | +95.5% | -59.8% | -5.9% |
| All | +5.6% | +106.7% | -101.1% | -34.1% |
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