+108.1%
ARMK vs COO
-39.4%
+147.6%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.3% | +0.5% |
| 7D | +7.1% | -2.1% | +9.2% | +7.8% |
| 30D | -1.6% | +13.9% | -15.6% | -6.2% |
| 3M | -10.5% | -18.9% | +8.4% | -4.5% |
| 6M | +11.8% | +3.7% | +8.0% | +8.2% |
| YTD | +47.3% | -24.1% | +71.4% | +60.5% |
| 1Y | +41.5% | -14.2% | +55.7% | +47.1% |
| 3Y | +95.3% | -24.5% | +119.8% | +103.5% |
| 5Y | +108.1% | -40.4% | +148.6% | +145.9% |
| All | +108.1% | -39.4% | +147.6% | +145.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling