+16.4%
AZN vs ARMK
+41.1%
-24.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.2% | +7.0% | +3.1% |
| 7D | +11.5% | -5.8% | +17.3% | +11.9% |
| 30D | +20.8% | -5.3% | +26.0% | +21.0% |
| 3M | +21.5% | -6.7% | +28.2% | +21.7% |
| 6M | +3.0% | +17.4% | -14.3% | -3.4% |
| YTD | +3.9% | +43.0% | -39.1% | -6.3% |
| 1Y | +16.4% | +40.3% | -23.9% | +5.0% |
| All | +16.4% | +41.1% | -24.7% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 1y: compounded portfolio wealth divided by compounded ARMK 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…
1y analysis · Full analysis span regression · 6 months rolling