+81.3%
RKT vs ARMK
+96.6%
-15.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -9.0% | +2.7% | -11.6% | -9.6% |
| 30D | +30.2% | -1.5% | +31.7% | +30.1% |
| 3M | -8.8% | -11.6% | +2.7% | -6.0% |
| 6M | -0.9% | +6.7% | -7.7% | -2.9% |
| YTD | -29.2% | +47.4% | -76.6% | -35.7% |
| 1Y | -20.1% | +41.5% | -61.5% | -26.8% |
| 3Y | +81.3% | +95.5% | -14.2% | +67.9% |
| All | +81.3% | +96.6% | -15.3% | +67.9% |
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 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