+56.4%
UBER vs ARMK
+107.5%
-51.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.2% | -0.4% | +1.6% |
| 7D | +6.7% | +0.9% | +5.8% | +5.9% |
| 30D | -0.5% | -0.4% | -0.1% | -0.9% |
| 3M | -5.1% | -2.0% | -3.2% | -5.2% |
| 6M | -5.7% | +22.0% | -27.6% | -17.1% |
| YTD | -12.9% | +49.6% | -62.5% | -32.7% |
| 1Y | -22.6% | +46.4% | -69.0% | -39.7% |
| 3Y | +42.2% | +103.2% | -61.0% | -18.0% |
| 5Y | +56.4% | +108.1% | -51.7% | -16.4% |
| All | +56.4% | +107.5% | -51.2% | -16.4% |
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 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