+856.0%
WDC vs ARMK
+350.8%
+505.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.7% | +6.3% |
| 7D | +1.7% | -2.4% | +4.1% | +2.9% |
| 30D | -10.0% | 0.0% | -10.0% | -10.0% |
| 3M | -18.8% | +6.7% | -25.4% | -21.4% |
| 6M | +79.0% | +38.8% | +40.2% | +52.5% |
| YTD | +171.6% | +55.2% | +116.4% | +117.8% |
| 1Y | +417.4% | +46.6% | +370.8% | +322.9% |
| 3Y | +1,251.8% | +112.9% | +1,138.9% | +803.9% |
| 5Y | +911.7% | +144.0% | +767.7% | +525.7% |
| 10Y | +1,399.6% | +132.4% | +1,267.2% | +810.2% |
| All | +856.0% | +350.8% | +505.2% | +416.6% |
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 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