-76.5%
DOCU vs ARMK
+144.6%
-221.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +4.2% |
| 7D | +6.9% | -2.4% | +9.3% | +8.3% |
| 30D | +19.0% | 0.0% | +19.0% | +18.2% |
| 3M | +34.3% | +6.7% | +27.6% | +28.0% |
| 6M | +48.0% | +38.8% | +9.2% | +18.2% |
| YTD | 0.0% | +55.2% | -55.2% | -26.4% |
| 1Y | -10.3% | +46.6% | -56.9% | -31.7% |
| 3Y | +32.4% | +112.9% | -80.5% | -27.7% |
| All | -76.5% | +144.6% | -221.1% | -88.9% |
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