+139.2%
TT vs ARMK
+106.1%
+33.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.7% | +1.3% |
| 7D | +3.5% | +2.8% | +0.7% | +2.5% |
| 30D | -11.0% | -1.8% | -9.3% | -10.4% |
| 3M | -12.0% | -10.9% | -1.1% | -8.2% |
| 6M | -10.4% | +21.2% | -31.7% | -17.0% |
| YTD | +9.9% | +47.0% | -37.1% | -5.6% |
| 1Y | +1.5% | +42.9% | -41.4% | -12.0% |
| 3Y | +93.7% | +95.0% | -1.3% | +44.6% |
| 5Y | +139.2% | +106.2% | +33.0% | +67.8% |
| All | +139.2% | +106.1% | +33.1% | +67.8% |
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