+49.9%
TRV vs ARMK
+41.1%
+8.7%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.2% | +7.7% | +3.9% |
| 7D | +3.9% | -5.8% | +9.7% | +4.5% |
| 30D | +13.5% | -5.3% | +18.7% | +14.0% |
| 3M | +8.9% | -6.7% | +15.6% | +9.6% |
| 6M | +36.8% | +17.4% | +19.4% | +32.1% |
| YTD | +42.7% | +43.0% | -0.3% | +31.7% |
| 1Y | +49.9% | +40.3% | +9.5% | +38.7% |
| All | +49.9% | +41.1% | +8.7% | +38.7% |
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