+74.8%
PBR vs ARMK
+49.9%
+24.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.4% | +2.1% |
| 7D | +4.2% | -0.9% | +5.1% | +4.1% |
| 30D | +22.7% | -5.9% | +28.7% | +21.7% |
| 3M | +21.5% | +6.7% | +14.8% | +22.4% |
| 6M | +24.0% | +42.5% | -18.6% | +27.1% |
| YTD | +88.2% | +55.1% | +33.1% | +95.4% |
| 1Y | +74.8% | +50.3% | +24.5% | +82.9% |
| All | +74.8% | +49.9% | +24.9% | +82.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling