-1.1%
KVUE vs ARMK
+54.5%
-55.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.2% | -0.9% |
| 7D | -5.1% | +3.1% | -8.2% | -5.9% |
| 30D | -6.3% | -2.8% | -3.5% | -5.6% |
| 3M | -0.5% | +7.6% | -8.1% | -2.8% |
| 6M | +3.1% | +47.9% | -44.8% | -9.4% |
| YTD | +6.7% | +60.0% | -53.3% | -10.3% |
| 1Y | -1.1% | +52.2% | -53.4% | -11.9% |
| All | -1.1% | +54.5% | -55.7% | -11.9% |
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