-81.2%
PATH vs ARMK
+103.3%
-184.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.5% | -4.5% | -2.8% |
| 7D | -5.3% | -2.6% | -2.7% | -4.0% |
| 30D | -0.5% | -5.2% | +4.7% | +2.2% |
| 3M | -7.1% | -6.5% | -0.6% | -4.4% |
| 6M | +23.8% | +15.3% | +8.5% | +9.2% |
| YTD | -20.7% | +43.6% | -64.3% | -41.4% |
| 1Y | -8.1% | +42.1% | -50.1% | -31.7% |
| 3Y | -21.8% | +94.0% | -115.8% | -56.2% |
| 5Y | -76.8% | +96.3% | -173.1% | -88.2% |
| All | -81.2% | +103.3% | -184.4% | -90.6% |
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