-8.7%
KVUE vs ARMK
+120.6%
-129.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -6.1% | -0.9% | -5.2% | -6.0% |
| 30D | -5.6% | -5.9% | +0.4% | -4.5% |
| 3M | -0.3% | +6.7% | -7.0% | -1.7% |
| 6M | +1.4% | +42.5% | -41.2% | -5.6% |
| YTD | +6.7% | +55.1% | -48.4% | -2.3% |
| 1Y | +1.0% | +50.3% | -49.4% | -6.9% |
| All | -8.7% | +120.6% | -129.3% | -19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling