+244.4%
NXT vs ARMK
+89.7%
+154.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.5% | +0.9% | +3.8% |
| 7D | +32.2% | -2.6% | +34.9% | +33.3% |
| 30D | +21.9% | -5.2% | +27.1% | +24.0% |
| 3M | +6.6% | -6.5% | +13.1% | +9.0% |
| 6M | -16.8% | +15.3% | -32.1% | -20.7% |
| YTD | +20.4% | +43.6% | -23.2% | +6.7% |
| 1Y | -1.5% | +42.1% | -43.6% | -12.5% |
| 3Y | +182.4% | +94.0% | +88.4% | +114.2% |
| All | +244.4% | +89.7% | +154.7% | +143.2% |
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