+277.8%
PSX vs ARMK
+96.3%
+181.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.5% | -5.0% | -1.9% |
| 7D | -13.1% | -2.6% | -10.5% | -12.4% |
| 30D | -9.5% | -5.2% | -4.3% | -8.2% |
| 3M | +20.2% | -6.5% | +26.7% | +22.2% |
| 6M | +44.9% | +15.3% | +29.6% | +37.5% |
| YTD | +94.4% | +43.6% | +50.8% | +70.2% |
| 1Y | +83.1% | +42.1% | +41.0% | +60.8% |
| 3Y | +132.2% | +94.0% | +38.2% | +80.2% |
| All | +277.8% | +96.3% | +181.5% | +183.7% |
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