+51.9%
ARMK vs BWA
+53.0%
-1.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.9% | +3.3% | +1.8% |
| 7D | +1.7% | +4.3% | -2.6% | +0.9% |
| 30D | +3.1% | -2.9% | +6.0% | +3.6% |
| 3M | +9.2% | -12.4% | +21.7% | +11.8% |
| 6M | +43.7% | +28.6% | +15.1% | +35.1% |
| YTD | +57.4% | +48.2% | +9.1% | +39.7% |
| 1Y | +51.9% | +50.9% | +0.9% | +35.6% |
| All | +51.9% | +53.0% | -1.2% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling