+85.8%
AZO vs ARMK
+147.8%
-62.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -1.0% |
| 7D | -2.9% | -0.9% | -2.0% | -2.8% |
| 30D | -5.3% | -5.9% | +0.7% | -4.4% |
| 3M | -7.3% | +6.7% | -14.1% | -8.5% |
| 6M | -22.7% | +42.5% | -65.2% | -27.6% |
| YTD | -15.0% | +55.1% | -70.2% | -21.7% |
| 1Y | -32.2% | +50.3% | -82.6% | -37.3% |
| 3Y | +10.0% | +122.2% | -112.2% | -7.6% |
| 5Y | +85.8% | +155.2% | -69.3% | +53.8% |
| All | +85.8% | +147.8% | -62.0% | +53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling