-4.9%
SHOP vs ARMK
+41.1%
-46.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -4.2% | +11.5% | +8.7% |
| 7D | -9.0% | -5.8% | -3.2% | -7.2% |
| 30D | -4.4% | -5.3% | +0.8% | -2.7% |
| 3M | +24.1% | -6.7% | +30.8% | +26.9% |
| 6M | +20.0% | +17.4% | +2.6% | +9.0% |
| YTD | -4.9% | +43.0% | -48.0% | -26.2% |
| 1Y | -4.9% | +40.3% | -45.2% | -25.6% |
| All | -4.9% | +41.1% | -46.0% | -25.6% |
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