+6.7%
NI vs ARMK
+47.4%
-40.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -0.6% |
| 7D | +2.0% | -2.4% | +4.4% | +2.2% |
| 30D | -3.5% | 0.0% | -3.6% | -3.5% |
| 3M | -9.1% | +6.7% | -15.8% | -9.5% |
| 6M | -11.8% | +38.8% | -50.7% | -13.9% |
| YTD | +1.1% | +55.2% | -54.1% | -1.8% |
| 1Y | +6.7% | +46.6% | -39.9% | +4.9% |
| All | +6.7% | +47.4% | -40.7% | +4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling