+96.4%
NI vs ARMK
+148.1%
-51.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +1.0% |
| 7D | +2.3% | +1.7% | +0.6% | +2.0% |
| 30D | -1.7% | +3.1% | -4.8% | -2.3% |
| 3M | -8.0% | +9.2% | -17.2% | -9.6% |
| 6M | -8.6% | +43.7% | -52.3% | -15.0% |
| YTD | +2.3% | +57.4% | -55.0% | -6.7% |
| 1Y | +6.9% | +51.9% | -44.9% | -2.0% |
| 3Y | +70.6% | +125.4% | -54.8% | +41.5% |
| 5Y | +96.4% | +149.1% | -52.7% | +57.5% |
| All | +96.4% | +148.1% | -51.7% | +57.5% |
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 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