+513.5%
TRV vs ARMK
+328.3%
+185.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.0% | +2.7% | -0.6% | +1.2% |
| 30D | +6.7% | -1.5% | +8.2% | +6.8% |
| 3M | +9.4% | -11.6% | +20.9% | +12.9% |
| 6M | +37.7% | +6.7% | +31.0% | +34.1% |
| YTD | +40.6% | +47.4% | -6.8% | +23.6% |
| 1Y | +42.4% | +41.5% | +1.0% | +26.7% |
| 3Y | +148.1% | +95.5% | +52.6% | +96.7% |
| 5Y | +181.7% | +108.4% | +73.3% | +113.5% |
| 10Y | +352.6% | +132.3% | +220.3% | +212.7% |
| All | +513.5% | +328.3% | +185.2% | +289.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling