-48.1%
DOCS vs ARMK
+35.1%
-83.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.9% | -0.4% | -4.6% |
| 7D | -1.3% | -10.2% | +8.9% | -2.2% |
| 30D | +19.4% | -9.3% | +28.7% | +18.5% |
| 3M | +53.4% | -11.4% | +64.8% | +51.7% |
| 6M | +28.8% | +11.6% | +17.1% | +24.8% |
| YTD | -25.1% | +37.5% | -62.5% | -34.7% |
| 1Y | -48.1% | +34.9% | -83.1% | -54.5% |
| All | -48.1% | +35.1% | -83.2% | -54.5% |
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 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