+149.7%
XBI vs ARMK
+146.1%
+3.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.5% | -1.3% |
| 7D | -4.6% | +3.1% | -7.8% | -5.5% |
| 30D | -2.0% | -2.8% | +0.8% | -1.3% |
| 3M | +17.8% | +7.6% | +10.2% | +15.0% |
| 6M | +23.7% | +47.9% | -24.2% | +9.7% |
| YTD | +28.2% | +60.0% | -31.8% | +10.7% |
| 1Y | +64.0% | +52.2% | +11.7% | +43.5% |
| 3Y | +99.4% | +131.4% | -32.0% | +51.6% |
| 5Y | +19.3% | +163.2% | -143.9% | -12.8% |
| All | +149.7% | +146.1% | +3.6% | +91.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling