+116.5%
ORLY vs ARMK
+147.8%
-31.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -2.1% | -0.9% | -1.2% | -2.0% |
| 30D | -7.6% | -5.9% | -1.7% | -6.7% |
| 3M | -5.5% | +6.7% | -12.2% | -6.7% |
| 6M | -9.7% | +42.5% | -52.3% | -15.5% |
| YTD | -6.2% | +55.1% | -61.4% | -13.8% |
| 1Y | -18.6% | +50.3% | -69.0% | -24.9% |
| 3Y | +33.8% | +122.2% | -88.4% | +12.3% |
| 5Y | +116.5% | +155.2% | -38.6% | +74.7% |
| All | +116.5% | +147.8% | -31.3% | +74.7% |
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