+1.8%
OTIS vs ARMK
+106.4%
-104.6%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.6% |
| 7D | +1.7% | -0.7% | +2.4% | +1.8% |
| 30D | +18.5% | -1.3% | +19.8% | +18.5% |
| 3M | +7.9% | -2.5% | +10.3% | +8.0% |
| 6M | +5.7% | +20.8% | -15.1% | -1.1% |
| YTD | -9.1% | +48.2% | -57.2% | -20.4% |
| 1Y | -11.6% | +45.7% | -57.3% | -22.3% |
| 3Y | +0.6% | +96.6% | -96.0% | -22.2% |
| 5Y | +1.8% | +106.6% | -104.7% | -25.0% |
| All | +1.8% | +106.4% | -104.6% | -25.0% |
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