-24.5%
KVUE vs ARMK
+149.2%
-173.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.2% | -0.6% |
| 7D | -5.1% | +3.1% | -8.2% | -5.6% |
| 30D | -6.3% | -2.8% | -3.5% | -5.9% |
| 3M | -0.5% | +7.6% | -8.1% | -1.8% |
| 6M | +3.1% | +47.9% | -44.8% | -3.7% |
| YTD | +6.7% | +60.0% | -53.3% | -1.7% |
| 1Y | -1.1% | +52.2% | -53.4% | -8.1% |
| 3Y | -8.7% | +131.4% | -140.2% | -17.3% |
| All | -24.5% | +149.2% | -173.7% | -31.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling