-7.2%
RKT vs ARMK
+148.1%
-155.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.2% | -2.5% |
| 7D | +6.0% | +1.7% | +4.3% | +5.1% |
| 30D | +0.7% | +3.1% | -2.5% | -0.9% |
| 3M | +11.8% | +9.2% | +2.6% | +7.0% |
| 6M | -7.6% | +43.7% | -51.3% | -22.8% |
| YTD | -28.7% | +57.4% | -86.0% | -43.0% |
| 1Y | -32.6% | +51.9% | -84.4% | -45.3% |
| 3Y | +42.1% | +125.4% | -83.3% | -12.2% |
| 5Y | -7.2% | +149.1% | -156.2% | -46.5% |
| All | -7.2% | +148.1% | -155.3% | -46.5% |
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