+4.0%
HON vs ARMK
+148.1%
-144.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.1% |
| 7D | -0.8% | +1.7% | -2.5% | -1.3% |
| 30D | -15.2% | +3.1% | -18.3% | -16.2% |
| 3M | -6.0% | +9.2% | -15.2% | -8.7% |
| 6M | -14.9% | +43.7% | -58.6% | -24.4% |
| YTD | +3.2% | +57.4% | -54.2% | -11.2% |
| 1Y | 0.0% | +51.9% | -51.8% | -13.1% |
| 3Y | +21.5% | +125.4% | -103.9% | -9.5% |
| 5Y | +4.0% | +149.1% | -145.0% | -26.9% |
| All | +4.0% | +148.1% | -144.1% | -26.9% |
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