+117.6%
ARMK vs BBWI
-43.7%
+161.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.7% | -1.2% |
| 7D | -2.4% | +1.5% | -3.9% | -2.6% |
| 30D | 0.0% | -5.2% | +5.2% | +0.5% |
| 3M | +6.7% | +11.1% | -4.4% | +4.9% |
| 6M | +38.8% | -13.4% | +52.2% | +39.9% |
| YTD | +55.2% | +0.1% | +55.1% | +53.1% |
| 1Y | +46.6% | -36.1% | +82.7% | +54.1% |
| All | +117.6% | -43.7% | +161.4% | +139.2% |
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