-19.3%
PNR vs ARMK
+146.8%
-166.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.4% |
| 7D | -3.9% | +0.3% | -4.2% | -4.0% |
| 30D | -13.8% | +2.4% | -16.2% | -14.9% |
| 3M | -22.5% | +6.1% | -28.6% | -24.6% |
| 6M | -37.2% | +41.8% | -78.9% | -46.6% |
| YTD | -44.2% | +55.5% | -99.8% | -54.7% |
| 1Y | -46.6% | +49.6% | -96.2% | -56.0% |
| 3Y | -12.5% | +122.8% | -135.3% | -41.7% |
| 5Y | -19.3% | +151.0% | -170.3% | -49.6% |
| All | -19.3% | +146.8% | -166.2% | -49.6% |
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 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