+95.5%
ARMK vs BBWI
-24.0%
+119.5%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | 0.0% |
| 7D | +2.7% | +0.1% | +2.5% | +2.7% |
| 30D | -1.5% | +12.9% | -14.4% | -2.8% |
| 3M | -11.6% | +16.0% | -27.6% | -13.2% |
| 6M | +6.7% | +16.6% | -9.9% | +4.2% |
| YTD | +47.4% | +9.7% | +37.7% | +43.9% |
| 1Y | +41.5% | +1.5% | +40.0% | +38.9% |
| 3Y | +95.5% | -21.4% | +116.9% | +114.2% |
| All | +95.5% | -24.0% | +119.5% | +114.2% |
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 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