+137.1%
PSX vs ARMK
+120.0%
+17.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.4% |
| 7D | +4.5% | -2.4% | +6.9% | +5.2% |
| 30D | +26.6% | 0.0% | +26.6% | +26.4% |
| 3M | +39.3% | +6.7% | +32.6% | +36.6% |
| 6M | +56.8% | +38.8% | +18.0% | +41.6% |
| YTD | +101.8% | +55.2% | +46.6% | +74.9% |
| 1Y | +99.6% | +46.6% | +53.0% | +76.1% |
| All | +137.1% | +120.0% | +17.2% | +83.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling