+130.3%
ARMK vs WCC
+440.3%
-309.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +7.1% | +14.2% | -7.1% | +1.7% |
| 30D | -1.6% | -9.8% | +8.2% | +1.9% |
| 3M | -10.5% | -10.1% | -0.4% | -7.8% |
| 6M | +11.8% | -9.4% | +21.2% | +13.4% |
| YTD | +47.3% | +34.4% | +12.9% | +25.4% |
| 1Y | +41.5% | +23.3% | +18.2% | +24.4% |
| 3Y | +95.3% | +137.9% | -42.6% | +18.1% |
| 5Y | +108.1% | +144.0% | -35.8% | +14.7% |
| All | +130.3% | +440.3% | -309.9% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling