+149.1%
ARMK vs WCC
+229.6%
-80.6%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.5% | -1.1% | +0.7% |
| 7D | +1.7% | +8.5% | -6.8% | -0.6% |
| 30D | +3.1% | -1.0% | +4.1% | +3.2% |
| 3M | +9.2% | +2.1% | +7.1% | +7.7% |
| 6M | +43.7% | +36.8% | +6.9% | +29.0% |
| YTD | +57.4% | +47.7% | +9.6% | +37.4% |
| 1Y | +51.9% | +66.5% | -14.7% | +26.8% |
| 3Y | +125.4% | +134.2% | -8.8% | +58.2% |
| 5Y | +149.1% | +231.6% | -82.6% | +33.4% |
| All | +149.1% | +229.6% | -80.6% | +33.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling