+39.3%
DOCS vs ARMK
+16.7%
+22.6%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -4.2% | +10.5% | +4.7% |
| 7D | +1.2% | -5.8% | +7.0% | -0.9% |
| 30D | +21.3% | -5.3% | +26.6% | +19.1% |
| 3M | +58.4% | -6.7% | +65.1% | +54.6% |
| 6M | +39.3% | +17.4% | +21.9% | +67.8% |
| All | +39.3% | +16.7% | +22.6% | +67.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling