+129.4%
ARMK vs BBWI
-41.3%
+170.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.9% | +2.3% | +3.7% |
| 7D | +0.9% | -6.2% | +7.1% | +2.4% |
| 30D | -0.4% | +25.5% | -25.9% | -6.1% |
| 3M | -2.0% | +8.0% | -9.9% | -4.9% |
| 6M | +22.0% | +12.7% | +9.3% | +15.7% |
| YTD | +49.6% | +11.6% | +38.0% | +40.1% |
| 1Y | +46.4% | -0.9% | +47.3% | +39.1% |
| 3Y | +103.2% | -22.7% | +125.9% | +93.5% |
| 5Y | +108.1% | -67.2% | +175.3% | +142.3% |
| 10Y | +129.4% | -43.7% | +173.1% | +55.2% |
| All | +129.4% | -41.3% | +170.7% | +55.2% |
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