-8.3%
SHOP vs ARMK
+50.1%
-58.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.4% | -9.0% | -8.1% |
| 7D | -4.1% | +1.7% | -5.8% | -4.7% |
| 30D | -11.5% | +3.1% | -14.6% | -12.8% |
| 3M | +21.1% | +9.2% | +11.8% | +16.4% |
| 6M | +3.0% | +43.7% | -40.7% | -15.4% |
| YTD | -16.7% | +57.4% | -74.1% | -34.3% |
| 1Y | -8.3% | +51.9% | -60.1% | -26.4% |
| All | -8.3% | +50.1% | -58.3% | -26.4% |
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