+18.2%
AEP vs ARMK
+47.4%
-29.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.2% |
| 7D | +1.8% | -2.4% | +4.2% | +1.8% |
| 30D | -0.8% | 0.0% | -0.8% | -0.8% |
| 3M | -1.8% | +6.7% | -8.5% | -1.7% |
| 6M | -5.4% | +38.8% | -44.2% | -5.1% |
| YTD | +10.4% | +55.2% | -44.7% | +11.3% |
| 1Y | +18.2% | +46.6% | -28.5% | +19.9% |
| All | +18.2% | +47.4% | -29.2% | +19.9% |
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 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