-7.8%
IGV vs ARMK
+48.9%
-56.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.7% |
| 7D | -1.5% | +0.3% | -1.9% | -1.6% |
| 30D | -3.0% | +2.4% | -5.4% | -3.3% |
| 3M | +9.6% | +6.1% | +3.5% | +8.6% |
| 6M | +16.1% | +41.8% | -25.6% | +9.6% |
| YTD | -3.6% | +55.5% | -59.2% | -10.8% |
| 1Y | -7.8% | +49.6% | -57.4% | -13.4% |
| All | -7.8% | +48.9% | -56.7% | -13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling