+104.9%
SWK vs ARMK
+315.5%
-210.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -4.2% | +17.3% | +15.0% |
| 7D | +17.9% | -5.8% | +23.7% | +20.7% |
| 30D | +31.9% | -5.3% | +37.2% | +34.4% |
| 3M | +16.6% | -6.7% | +23.3% | +19.3% |
| 6M | +61.1% | +17.4% | +43.8% | +47.9% |
| YTD | +64.2% | +43.0% | +21.2% | +37.6% |
| 1Y | +85.2% | +40.3% | +44.9% | +56.5% |
| 3Y | +50.2% | +90.8% | -40.6% | +9.0% |
| 5Y | -22.8% | +102.2% | -125.0% | -46.1% |
| 10Y | +35.8% | +125.8% | -90.0% | -16.4% |
| All | +104.9% | +315.5% | -210.6% | +14.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling