+284.7%
P vs ARMK
+106.7%
+178.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -2.0% |
| 7D | +11.6% | +2.7% | +9.0% | +10.3% |
| 30D | -23.7% | -1.5% | -22.2% | -22.8% |
| 3M | -8.0% | -11.6% | +3.6% | -2.5% |
| 6M | +27.9% | +6.7% | +21.2% | +25.3% |
| YTD | +61.2% | +47.4% | +13.7% | +36.0% |
| 1Y | +28.6% | +41.5% | -12.9% | +10.1% |
| 3Y | +200.5% | +95.5% | +104.9% | +116.2% |
| All | +284.7% | +106.7% | +178.0% | +145.7% |
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