+578.6%
RVMD vs ARMK
+149.7%
+428.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.7% | -1.9% |
| 7D | -1.2% | +1.7% | -2.9% | -2.0% |
| 30D | +1.1% | +3.1% | -2.1% | -0.8% |
| 3M | +39.6% | +9.2% | +30.4% | +33.3% |
| 6M | +110.7% | +43.7% | +67.0% | +75.8% |
| YTD | +160.3% | +57.4% | +102.9% | +106.9% |
| 1Y | +404.9% | +51.9% | +353.1% | +307.2% |
| 3Y | +545.5% | +125.4% | +420.1% | +298.3% |
| All | +578.6% | +149.7% | +428.9% | +290.4% |
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