+91.1%
RSG vs ARMK
+146.8%
-55.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.5% | +0.6% |
| 7D | 0.0% | +0.3% | -0.4% | -0.1% |
| 30D | +3.7% | +2.4% | +1.3% | +3.1% |
| 3M | +6.2% | +6.1% | +0.1% | +4.9% |
| 6M | -2.8% | +41.8% | -44.5% | -9.0% |
| YTD | +5.9% | +55.5% | -49.6% | -2.6% |
| 1Y | -1.8% | +49.6% | -51.3% | -9.1% |
| 3Y | +57.5% | +122.8% | -65.3% | +33.7% |
| 5Y | +91.1% | +151.0% | -59.9% | +55.5% |
| All | +91.1% | +146.8% | -55.8% | +55.5% |
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