+78.5%
CDNS vs ARMK
+96.3%
-17.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.5% | -1.7% | +0.8% |
| 7D | -2.4% | -2.6% | +0.2% | -1.4% |
| 30D | -10.2% | -5.2% | -5.0% | -8.0% |
| 3M | -5.5% | -6.5% | +1.0% | -3.1% |
| 6M | -9.9% | +15.3% | -25.1% | -16.4% |
| YTD | +2.3% | +43.6% | -41.2% | -14.8% |
| 1Y | -1.4% | +42.1% | -43.4% | -17.7% |
| 3Y | +28.1% | +94.0% | -65.9% | -11.4% |
| All | +78.5% | +96.3% | -17.8% | +15.2% |
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