+389.2%
ROIV vs ARMK
+106.7%
+282.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | +1.7% | +2.7% | -1.0% | +0.8% |
| 30D | +17.6% | -1.5% | +19.1% | +17.8% |
| 3M | +9.0% | -11.6% | +20.5% | +13.2% |
| 6M | +35.3% | +6.7% | +28.5% | +31.2% |
| YTD | +82.2% | +47.4% | +34.7% | +55.9% |
| 1Y | +92.3% | +41.5% | +50.8% | +66.9% |
| 3Y | +336.8% | +95.5% | +241.3% | +223.0% |
| All | +389.2% | +106.7% | +282.5% | +219.5% |
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