-18.8%
PATH vs ARMK
+91.2%
-109.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.2% | +7.1% | +4.5% |
| 7D | -4.8% | -5.8% | +1.0% | -2.7% |
| 30D | +2.7% | -5.3% | +7.9% | +4.5% |
| 3M | -4.2% | -6.7% | +2.5% | -2.2% |
| 6M | +24.7% | +17.4% | +7.4% | +13.6% |
| YTD | -17.6% | +43.0% | -60.6% | -33.8% |
| 1Y | -5.3% | +40.3% | -45.6% | -23.2% |
| All | -18.8% | +91.2% | -109.9% | -44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling