+61.1%
NOK vs ARMK
+106.4%
-45.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.2% |
| 7D | -2.7% | -0.7% | -2.0% | -2.3% |
| 30D | -20.4% | -1.3% | -19.1% | -19.5% |
| 3M | -9.6% | -2.5% | -7.2% | -8.3% |
| 6M | -35.6% | +20.8% | -56.4% | -39.6% |
| YTD | +27.5% | +48.2% | -20.7% | +11.2% |
| 1Y | +18.4% | +45.7% | -27.4% | +3.7% |
| 3Y | +151.8% | +96.6% | +55.2% | +87.5% |
| 5Y | +61.1% | +106.6% | -45.4% | +10.7% |
| All | +61.1% | +106.4% | -45.3% | +10.7% |
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