+47.4%
TER vs ARMK
+42.9%
+4.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.9% |
| 7D | +24.0% | +7.1% | +16.9% | +18.5% |
| 30D | -30.6% | -1.6% | -29.0% | -29.4% |
| 3M | -34.5% | -10.5% | -23.9% | -30.3% |
| 6M | -26.4% | +11.8% | -38.1% | -29.6% |
| YTD | +36.4% | +47.3% | -10.8% | +20.7% |
| 1Y | +47.4% | +41.5% | +5.9% | +30.0% |
| All | +47.4% | +42.9% | +4.5% | +30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling