+325.1%
COP vs ARMK
+136.6%
+188.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | 0.0% |
| 7D | -0.8% | +1.7% | -2.5% | -1.5% |
| 30D | +15.6% | +3.1% | +12.5% | +13.8% |
| 3M | +14.3% | +9.2% | +5.1% | +9.6% |
| 6M | +17.0% | +43.7% | -26.7% | -1.3% |
| YTD | +47.4% | +57.4% | -9.9% | +19.1% |
| 1Y | +52.4% | +51.9% | +0.5% | +24.7% |
| 3Y | +20.8% | +125.4% | -104.6% | -20.1% |
| 5Y | +191.7% | +149.1% | +42.6% | +76.1% |
| 10Y | +325.1% | +135.4% | +189.6% | +161.5% |
| All | +325.1% | +136.6% | +188.4% | +161.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling