+56.9%
BNY vs ARMK
+54.5%
+2.3%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.1% | -0.6% |
| 7D | -1.3% | +3.1% | -4.4% | -2.0% |
| 30D | -0.2% | -2.8% | +2.6% | +0.4% |
| 3M | +14.9% | +7.6% | +7.3% | +12.8% |
| 6M | +40.0% | +47.9% | -7.9% | +26.0% |
| YTD | +42.0% | +60.0% | -18.0% | +25.8% |
| 1Y | +56.9% | +52.2% | +4.6% | +40.8% |
| All | +56.9% | +54.5% | +2.3% | +40.8% |
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 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