+3,058.2%
CLS vs ARMK
+350.8%
+2,707.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.2% |
| 7D | +4.6% | -2.4% | +7.0% | +5.6% |
| 30D | -13.9% | 0.0% | -13.9% | -14.1% |
| 3M | -26.6% | +6.7% | -33.2% | -28.8% |
| 6M | +15.4% | +38.8% | -23.4% | 0.0% |
| YTD | +5.7% | +55.2% | -49.5% | -13.1% |
| 1Y | +41.1% | +46.6% | -5.5% | +18.0% |
| 3Y | +1,228.6% | +112.9% | +1,115.7% | +835.8% |
| 5Y | +3,240.6% | +144.0% | +3,096.7% | +2,101.9% |
| 10Y | +2,760.3% | +132.4% | +2,627.9% | +1,668.4% |
| All | +3,058.2% | +350.8% | +2,707.4% | +1,756.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling