+92.1%
ROIV vs ARMK
+46.1%
+46.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.2% | +0.4% | +4.1% |
| 7D | +13.3% | +0.9% | +12.4% | +12.7% |
| 30D | +14.8% | -0.4% | +15.1% | +14.3% |
| 3M | +11.9% | -2.0% | +13.9% | +11.7% |
| 6M | +42.4% | +22.0% | +20.4% | +39.2% |
| YTD | +87.4% | +49.6% | +37.8% | +86.2% |
| All | +92.1% | +46.1% | +46.0% | +90.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling