+40.3%
ARMK vs BBWI
+2.4%
+37.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +4.1% | -8.3% | -4.3% |
| 7D | -5.8% | +8.8% | -14.6% | -6.0% |
| 30D | -5.3% | +34.8% | -40.1% | -6.2% |
| 3M | -6.7% | +12.9% | -19.7% | -7.2% |
| 6M | +17.4% | +29.6% | -12.2% | +16.1% |
| YTD | +43.0% | +20.8% | +22.2% | +42.0% |
| 1Y | +40.3% | +4.1% | +36.2% | +39.3% |
| All | +40.3% | +2.4% | +37.9% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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