+228.0%
WAB vs ARMK
+148.1%
+79.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | -0.1% |
| 7D | +1.7% | +1.7% | 0.0% | +0.9% |
| 30D | -2.4% | +3.1% | -5.5% | -3.9% |
| 3M | +9.7% | +9.2% | +0.4% | +5.2% |
| 6M | +16.5% | +43.7% | -27.2% | -1.7% |
| YTD | +33.7% | +57.4% | -23.6% | +7.8% |
| 1Y | +49.7% | +51.9% | -2.2% | +22.5% |
| 3Y | +170.9% | +125.4% | +45.5% | +78.9% |
| 5Y | +228.0% | +149.1% | +79.0% | +98.6% |
| All | +228.0% | +148.1% | +79.9% | +98.6% |
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 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