-47.3%
DOCS vs ARMK
+41.1%
-88.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -4.2% | +10.5% | +5.9% |
| 7D | +1.2% | -5.8% | +7.0% | +0.7% |
| 30D | +21.3% | -5.3% | +26.6% | +20.8% |
| 3M | +58.4% | -6.7% | +65.1% | +57.2% |
| 6M | +39.3% | +17.4% | +21.9% | +35.0% |
| YTD | -21.7% | +43.0% | -64.7% | -31.6% |
| 1Y | -47.3% | +40.3% | -87.6% | -53.7% |
| All | -47.3% | +41.1% | -88.4% | -53.7% |
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