+287.7%
ARMK vs WCC
+279.7%
+8.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.1% | -3.9% | +1.2% |
| 7D | +0.9% | -5.7% | +6.6% | +2.8% |
| 30D | -0.4% | -13.5% | +13.1% | +4.6% |
| 3M | -2.0% | -12.9% | +10.9% | +2.1% |
| 6M | +22.0% | -10.7% | +32.6% | +24.2% |
| YTD | +49.6% | +30.0% | +19.6% | +30.4% |
| 1Y | +46.4% | +24.7% | +21.7% | +29.2% |
| 3Y | +103.2% | +136.6% | -33.3% | +27.6% |
| 5Y | +108.1% | +143.9% | -35.8% | +20.3% |
| 10Y | +129.4% | +465.9% | -336.5% | -29.0% |
| All | +287.7% | +279.7% | +8.1% | +26.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling