+19.3%
SYY vs ARMK
+148.1%
-128.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.7% |
| 7D | -2.8% | +1.7% | -4.5% | -3.3% |
| 30D | -5.3% | +3.1% | -8.4% | -6.4% |
| 3M | +5.1% | +9.2% | -4.1% | +1.8% |
| 6M | -5.0% | +43.7% | -48.7% | -16.7% |
| YTD | +10.7% | +57.4% | -46.7% | -6.4% |
| 1Y | +0.7% | +51.9% | -51.2% | -13.9% |
| 3Y | +24.0% | +125.4% | -101.4% | -12.5% |
| 5Y | +19.3% | +149.1% | -129.8% | -23.0% |
| All | +19.3% | +148.1% | -128.9% | -23.0% |
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