+345.0%
PSX vs ARMK
+144.6%
+200.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.4% |
| 7D | +4.5% | -2.4% | +6.9% | +5.3% |
| 30D | +26.6% | 0.0% | +26.6% | +26.4% |
| 3M | +39.3% | +6.7% | +32.6% | +36.2% |
| 6M | +56.8% | +38.8% | +18.0% | +39.6% |
| YTD | +101.8% | +55.2% | +46.6% | +72.3% |
| 1Y | +99.6% | +46.6% | +53.0% | +73.6% |
| 3Y | +140.3% | +112.9% | +27.4% | +79.9% |
| All | +345.0% | +144.6% | +200.3% | +201.9% |
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 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