+460.4%
PSX vs ARMK
+350.8%
+109.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.5% |
| 7D | +4.5% | -2.4% | +6.9% | +5.6% |
| 30D | +26.6% | 0.0% | +26.6% | +26.4% |
| 3M | +39.3% | +6.7% | +32.6% | +35.0% |
| 6M | +56.8% | +38.8% | +18.0% | +34.1% |
| YTD | +101.8% | +55.2% | +46.6% | +63.8% |
| 1Y | +99.6% | +46.6% | +53.0% | +65.7% |
| 3Y | +140.3% | +112.9% | +27.4% | +64.3% |
| 5Y | +339.3% | +144.0% | +195.4% | +171.9% |
| 10Y | +369.9% | +132.4% | +237.4% | +176.6% |
| All | +460.4% | +350.8% | +109.6% | +198.6% |
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