+439.9%
PSX vs ARMK
+317.2%
+122.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.5% | -5.0% | -2.4% |
| 7D | -13.1% | -2.6% | -10.5% | -12.1% |
| 30D | -9.5% | -5.2% | -4.3% | -7.7% |
| 3M | +20.2% | -6.5% | +26.7% | +23.0% |
| 6M | +44.9% | +15.3% | +29.6% | +34.6% |
| YTD | +94.4% | +43.6% | +50.8% | +62.5% |
| 1Y | +83.1% | +42.1% | +41.0% | +53.6% |
| 3Y | +132.2% | +94.0% | +38.2% | +65.1% |
| 5Y | +278.8% | +96.3% | +182.6% | +158.5% |
| 10Y | +354.2% | +126.7% | +227.5% | +171.0% |
| All | +439.9% | +317.2% | +122.7% | +196.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling