+135.4%
ARMK vs BBWI
-56.0%
+191.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.1% | +4.5% | +2.2% |
| 7D | +1.7% | +1.6% | +0.1% | +1.3% |
| 30D | +3.1% | -6.2% | +9.3% | +4.3% |
| 3M | +9.2% | +4.3% | +4.9% | +6.9% |
| 6M | +43.7% | -7.2% | +50.8% | +43.0% |
| YTD | +57.4% | -3.0% | +60.4% | +53.7% |
| 1Y | +51.9% | -30.8% | +82.6% | +59.1% |
| 3Y | +125.4% | -43.4% | +168.8% | +134.7% |
| 5Y | +149.1% | -66.7% | +215.8% | +188.4% |
| 10Y | +135.4% | -55.7% | +191.1% | +76.3% |
| All | +135.4% | -56.0% | +191.4% | +76.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling