+93.0%
PSX vs ARMK
+42.6%
+50.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +4.0% | +3.2% |
| 7D | -0.4% | +2.8% | -3.2% | -0.6% |
| 30D | -8.1% | -1.8% | -6.3% | -8.1% |
| 3M | +15.9% | -10.9% | +26.8% | +16.3% |
| 6M | +49.4% | +21.2% | +28.1% | +48.5% |
| YTD | +104.7% | +47.0% | +57.6% | +89.3% |
| All | +93.0% | +42.6% | +50.3% | +80.9% |
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