+94.0%
ARMK vs COO
-25.3%
+119.3%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.8% | +6.3% | +4.8% |
| 7D | -2.6% | +4.7% | -7.4% | -3.7% |
| 30D | -5.2% | +13.9% | -19.1% | -8.2% |
| 3M | -6.5% | -14.9% | +8.4% | -3.1% |
| 6M | +15.3% | +2.0% | +13.2% | +13.3% |
| YTD | +43.6% | -23.9% | +67.5% | +53.2% |
| 1Y | +42.1% | -9.6% | +51.7% | +44.9% |
| 3Y | +94.0% | -25.4% | +119.4% | +116.3% |
| All | +94.0% | -25.3% | +119.3% | +116.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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