+22.3%
XBI vs ARMK
+106.7%
-84.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | -1.1% | +2.7% | -3.8% | -2.1% |
| 30D | +2.6% | -1.5% | +4.1% | +3.0% |
| 3M | -4.0% | -11.6% | +7.5% | +0.5% |
| 6M | +10.9% | +6.7% | +4.2% | +7.0% |
| YTD | +23.6% | +47.4% | -23.8% | +2.9% |
| 1Y | +35.1% | +41.5% | -6.4% | +14.4% |
| 3Y | +125.2% | +95.5% | +29.6% | +56.5% |
| All | +22.3% | +106.7% | -84.4% | -23.9% |
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 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