+93.2%
ARMK vs DOC
+43.5%
+49.7%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.1% | -7.3% | -4.7% |
| 7D | -5.8% | +8.7% | -14.5% | -7.2% |
| 30D | -5.3% | +7.6% | -12.9% | -6.5% |
| 3M | -6.7% | -5.3% | -1.5% | -5.8% |
| 6M | +17.4% | +27.6% | -10.2% | +10.9% |
| YTD | +43.0% | +32.4% | +10.6% | +33.9% |
| 1Y | +40.3% | +22.9% | +17.5% | +33.5% |
| All | +93.2% | +43.5% | +49.7% | +96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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