-1.6%
IQV vs ARMK
+146.8%
-148.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.4% |
| 7D | -2.6% | +0.3% | -2.9% | -2.7% |
| 30D | +6.2% | +2.4% | +3.8% | +4.8% |
| 3M | +38.0% | +6.1% | +31.9% | +34.2% |
| 6M | +43.9% | +41.8% | +2.2% | +23.1% |
| YTD | +14.0% | +55.5% | -41.5% | -6.5% |
| 1Y | +35.5% | +49.6% | -14.1% | +12.9% |
| 3Y | +20.3% | +122.8% | -102.4% | -16.8% |
| 5Y | -1.6% | +151.0% | -152.6% | -35.7% |
| All | -1.6% | +146.8% | -148.5% | -35.7% |
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