+638.2%
TRGP vs ARMK
+148.1%
+490.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.0% |
| 7D | -0.6% | +1.7% | -2.3% | -1.2% |
| 30D | +14.6% | +3.1% | +11.4% | +12.9% |
| 3M | +11.9% | +9.2% | +2.7% | +7.9% |
| 6M | +25.3% | +43.7% | -18.4% | +8.0% |
| YTD | +61.9% | +57.4% | +4.5% | +33.9% |
| 1Y | +87.3% | +51.9% | +35.4% | +56.8% |
| 3Y | +268.0% | +125.4% | +142.6% | +151.7% |
| 5Y | +638.2% | +149.1% | +489.1% | +363.6% |
| All | +638.2% | +148.1% | +490.1% | +363.6% |
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