-86.9%
OPEN vs ARMK
+234.9%
-321.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.2% | -3.5% | -2.3% |
| 7D | -21.7% | +0.9% | -22.6% | -23.2% |
| 30D | -36.5% | -0.4% | -36.1% | -37.4% |
| 3M | -59.5% | -2.0% | -57.6% | -59.7% |
| 6M | -71.9% | +22.0% | -93.8% | -76.6% |
| YTD | -75.8% | +49.6% | -125.4% | -82.8% |
| 1Y | -78.5% | +46.4% | -124.9% | -84.5% |
| 3Y | -30.2% | +103.2% | -133.4% | -61.5% |
| 5Y | -93.3% | +108.1% | -201.4% | -96.3% |
| All | -86.9% | +234.9% | -321.8% | -93.2% |
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 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