-30.3%
LULU vs ARMK
+41.1%
-71.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -4.2% | +9.0% | +5.7% |
| 7D | +6.5% | -5.8% | +12.3% | +7.9% |
| 30D | +20.3% | -5.3% | +25.6% | +21.4% |
| 3M | -8.9% | -6.7% | -2.2% | -7.8% |
| 6M | -13.1% | +17.4% | -30.5% | -19.3% |
| YTD | -46.1% | +43.0% | -89.1% | -55.3% |
| 1Y | -30.3% | +40.3% | -70.6% | -41.3% |
| All | -30.3% | +41.1% | -71.4% | -41.3% |
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 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