+545.8%
PBR vs ARMK
+130.7%
+415.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.2% |
| 7D | -9.1% | +2.8% | -11.9% | -10.3% |
| 30D | -29.9% | -1.8% | -28.1% | -29.7% |
| 3M | +2.3% | -10.9% | +13.2% | +6.6% |
| 6M | -10.9% | +21.2% | -32.2% | -19.7% |
| YTD | +56.9% | +47.0% | +9.9% | +28.4% |
| 1Y | +38.0% | +42.9% | -4.8% | +14.1% |
| 3Y | +64.8% | +95.0% | -30.2% | +13.0% |
| 5Y | +447.1% | +106.2% | +340.9% | +250.6% |
| 10Y | +545.8% | +131.6% | +414.2% | +274.7% |
| All | +545.8% | +130.7% | +415.1% | +274.7% |
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 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