+12.2%
IOT vs ARMK
+47.4%
-35.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +3.9% |
| 7D | -2.3% | -2.4% | +0.1% | -1.9% |
| 30D | +3.8% | 0.0% | +3.8% | +3.6% |
| 3M | +14.2% | +6.7% | +7.5% | +12.2% |
| 6M | +40.1% | +38.8% | +1.3% | +25.2% |
| YTD | +13.4% | +55.2% | -41.8% | -6.0% |
| 1Y | +12.2% | +46.6% | -34.4% | -3.4% |
| All | +12.2% | +47.4% | -35.2% | -3.4% |
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