+26.8%
CP vs ARMK
+106.1%
-79.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.2% |
| 7D | -0.7% | +2.8% | -3.5% | -1.6% |
| 30D | +9.6% | -1.8% | +11.4% | +9.8% |
| 3M | +2.2% | -10.9% | +13.1% | +5.5% |
| 6M | +11.1% | +21.2% | -10.1% | +3.8% |
| YTD | +28.2% | +47.0% | -18.8% | +12.6% |
| 1Y | +32.2% | +42.9% | -10.7% | +17.0% |
| 3Y | +35.5% | +95.0% | -59.5% | +5.7% |
| 5Y | +26.8% | +106.2% | -79.5% | -3.5% |
| All | +26.8% | +106.1% | -79.3% | -3.5% |
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 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