+159.2%
ARMK vs BBIO
+42.7%
+116.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.2% | +3.2% |
| 7D | +3.1% | -3.2% | +6.3% | +3.4% |
| 30D | -2.8% | -13.6% | +10.8% | -1.7% |
| 3M | +7.6% | +7.2% | +0.3% | +6.8% |
| 6M | +47.9% | +1.5% | +46.4% | +47.3% |
| YTD | +60.0% | -5.3% | +65.3% | +59.7% |
| 1Y | +52.2% | +37.7% | +14.5% | +47.1% |
| 3Y | +131.4% | +153.9% | -22.5% | +108.3% |
| All | +159.2% | +42.7% | +116.4% | +110.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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