+1.5%
PLD vs ARMK
+90.4%
-88.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.9% | +1.7% | -0.8% |
| 7D | +0.4% | -10.2% | +10.6% | +4.0% |
| 30D | -0.1% | -9.3% | +9.2% | +3.0% |
| 3M | -7.9% | -11.4% | +3.4% | -4.5% |
| 6M | -7.0% | +11.6% | -18.6% | -11.5% |
| YTD | +3.1% | +37.5% | -34.4% | -9.4% |
| 1Y | +7.1% | +34.9% | -27.8% | -5.3% |
| 3Y | +32.9% | +83.4% | -50.6% | +1.2% |
| 5Y | +1.5% | +87.9% | -86.3% | -26.7% |
| All | +1.5% | +90.4% | -88.8% | -26.7% |
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