+254.0%
THC vs ARMK
+144.6%
+109.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.0% |
| 7D | -0.7% | -2.4% | +1.8% | +0.5% |
| 30D | +1.3% | 0.0% | +1.2% | +0.9% |
| 3M | +64.2% | +6.7% | +57.6% | +58.3% |
| 6M | +8.3% | +38.8% | -30.5% | -9.5% |
| YTD | +33.4% | +55.2% | -21.8% | +4.7% |
| 1Y | +37.7% | +46.6% | -8.9% | +11.0% |
| 3Y | +236.8% | +112.9% | +123.9% | +110.2% |
| All | +254.0% | +144.6% | +109.4% | +94.0% |
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 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