-48.1%
DOCS vs ARMK
+40.7%
-88.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.5% | -6.5% | -1.6% |
| 7D | -0.8% | -2.6% | +1.9% | -1.0% |
| 30D | +17.4% | -5.2% | +22.6% | +16.9% |
| 3M | +57.4% | -6.5% | +63.9% | +56.2% |
| 6M | +26.5% | +15.3% | +11.3% | +23.7% |
| YTD | -26.6% | +43.6% | -70.2% | -35.6% |
| 1Y | -48.1% | +42.1% | -90.1% | -54.3% |
| All | -48.1% | +40.7% | -88.7% | -54.3% |
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