+153.7%
TRV vs ARMK
+149.7%
+4.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -1.3% |
| 7D | +0.5% | +1.7% | -1.2% | +0.1% |
| 30D | -4.9% | +3.1% | -8.0% | -5.7% |
| 3M | +23.7% | +9.2% | +14.5% | +20.9% |
| 6M | +20.3% | +43.7% | -23.4% | +9.4% |
| YTD | +27.1% | +57.4% | -30.3% | +12.7% |
| 1Y | +35.3% | +51.9% | -16.5% | +21.0% |
| 3Y | +139.8% | +125.4% | +14.4% | +91.7% |
| All | +153.7% | +149.7% | +4.0% | +92.1% |
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