-73.2%
DOCS vs ARMK
+144.6%
-217.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.5% |
| 7D | -1.4% | -2.4% | +1.0% | -0.6% |
| 30D | +21.8% | 0.0% | +21.8% | +21.4% |
| 3M | +27.3% | +6.7% | +20.6% | +23.7% |
| 6M | -0.3% | +38.8% | -39.2% | -14.2% |
| YTD | -40.5% | +55.2% | -95.7% | -51.4% |
| 1Y | -61.5% | +46.6% | -108.2% | -67.8% |
| 3Y | +8.2% | +112.9% | -104.7% | -27.3% |
| All | -73.2% | +144.6% | -217.8% | -83.7% |
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 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