+43.6%
XLE vs ARMK
+40.7%
+2.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.5% | -4.5% | -0.2% |
| 7D | -12.0% | -2.6% | -9.4% | -11.9% |
| 30D | -2.7% | -5.2% | +2.5% | -2.7% |
| 3M | +6.6% | -6.5% | +13.1% | +6.6% |
| 6M | +9.5% | +15.3% | -5.7% | +9.2% |
| YTD | +40.6% | +43.6% | -3.0% | +35.4% |
| 1Y | +43.6% | +42.1% | +1.5% | +38.7% |
| All | +43.6% | +40.7% | +2.9% | +38.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling