+94.0%
ARMK vs BBWI
-28.0%
+122.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.3% | +7.7% | +4.8% |
| 7D | -2.6% | -6.2% | +3.6% | -2.1% |
| 30D | -5.2% | +19.9% | -25.1% | -7.0% |
| 3M | -6.5% | +7.1% | -13.7% | -7.5% |
| 6M | +15.3% | +13.7% | +1.6% | +12.8% |
| YTD | +43.6% | +9.6% | +34.0% | +40.2% |
| 1Y | +42.1% | -1.6% | +43.7% | +40.1% |
| 3Y | +94.0% | -25.9% | +119.9% | +110.5% |
| All | +94.0% | -28.0% | +122.0% | +110.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling