+45.4%
RSP vs ARMK
+96.3%
-50.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.5% | -4.8% | -1.9% |
| 7D | -1.0% | -2.6% | +1.6% | -0.2% |
| 30D | +2.6% | -5.2% | +7.8% | +4.2% |
| 3M | -0.8% | -6.5% | +5.7% | +1.0% |
| 6M | +6.3% | +15.3% | -9.0% | -0.1% |
| YTD | +14.1% | +43.6% | -29.5% | -1.5% |
| 1Y | +18.0% | +42.1% | -24.0% | +2.2% |
| 3Y | +61.0% | +94.0% | -33.0% | +20.1% |
| All | +45.4% | +96.3% | -50.9% | +3.4% |
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