+603.6%
RVMD vs ARMK
+105.6%
+498.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | -3.6% | -0.9% | -2.7% | -3.3% |
| 30D | -1.1% | -5.9% | +4.9% | +1.1% |
| 3M | +41.0% | +6.7% | +34.3% | +37.3% |
| 6M | +105.7% | +42.5% | +63.1% | +79.8% |
| YTD | +155.3% | +55.1% | +100.2% | +115.8% |
| 1Y | +402.7% | +50.3% | +352.4% | +329.0% |
| 3Y | +533.1% | +122.2% | +410.9% | +357.8% |
| 5Y | +583.5% | +155.2% | +428.4% | +370.6% |
| All | +603.6% | +105.6% | +498.1% | +402.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling