+8.9%
HPQ vs ARMK
+106.4%
-97.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.6% | +1.0% |
| 7D | +0.5% | -0.7% | +1.2% | +0.5% |
| 30D | -5.9% | -1.3% | -4.6% | -5.9% |
| 3M | -3.7% | -2.5% | -1.2% | -3.5% |
| 6M | +28.1% | +20.8% | +7.3% | +16.1% |
| YTD | +32.5% | +48.2% | -15.7% | +8.9% |
| 1Y | +18.1% | +45.7% | -27.6% | -2.1% |
| 3Y | +16.4% | +96.6% | -80.1% | -17.6% |
| 5Y | +8.9% | +106.6% | -97.7% | -30.8% |
| All | +8.9% | +106.4% | -97.5% | -30.8% |
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 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