+8.0%
AON vs ARMK
+146.8%
-138.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.4% | -3.2% |
| 7D | -7.9% | +0.3% | -8.3% | -8.0% |
| 30D | -14.6% | +2.4% | -17.0% | -15.2% |
| 3M | -7.9% | +6.1% | -14.0% | -9.4% |
| 6M | -8.0% | +41.8% | -49.8% | -16.5% |
| YTD | -13.2% | +55.5% | -68.8% | -23.5% |
| 1Y | -16.4% | +49.6% | -66.0% | -25.6% |
| 3Y | -6.7% | +122.8% | -129.4% | -27.9% |
| 5Y | +8.0% | +151.0% | -143.0% | -22.1% |
| All | +8.0% | +146.8% | -138.8% | -22.1% |
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