+462.0%
NDAQ vs ARMK
+121.8%
+340.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.5% | -4.2% | -0.6% |
| 7D | +0.8% | -2.6% | +3.5% | +1.3% |
| 30D | +16.5% | -5.2% | +21.7% | +17.5% |
| 3M | +13.5% | -6.5% | +20.0% | +14.6% |
| 6M | +20.9% | +15.3% | +5.7% | +16.6% |
| YTD | +11.4% | +43.6% | -32.2% | +2.3% |
| 1Y | +25.9% | +42.1% | -16.1% | +15.9% |
| 3Y | +119.9% | +94.0% | +25.8% | +88.3% |
| 5Y | +61.7% | +96.3% | -34.5% | +36.5% |
| All | +462.0% | +121.8% | +340.2% | +383.9% |
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