+192.3%
NI vs ARMK
+130.7%
+61.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.7% |
| 7D | +0.6% | +2.8% | -2.2% | 0.0% |
| 30D | +11.2% | -1.8% | +13.0% | +11.4% |
| 3M | +9.2% | -10.9% | +20.0% | +11.3% |
| 6M | -1.8% | +21.2% | -23.1% | -5.7% |
| YTD | +12.0% | +47.0% | -35.0% | +3.6% |
| 1Y | +6.4% | +42.9% | -36.4% | -1.1% |
| 3Y | +99.4% | +95.0% | +4.4% | +72.8% |
| 5Y | +113.1% | +106.2% | +6.9% | +80.2% |
| 10Y | +192.3% | +131.6% | +60.7% | +141.5% |
| All | +192.3% | +130.7% | +61.6% | +141.5% |
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