+6.2%
WMT vs ARMK
+49.9%
-43.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -2.5% | -0.9% | -1.6% | -2.4% |
| 30D | -6.4% | -5.9% | -0.5% | -6.1% |
| 3M | -12.1% | +6.7% | -18.8% | -12.4% |
| 6M | -15.0% | +42.5% | -57.5% | -16.3% |
| YTD | -4.5% | +55.1% | -59.6% | -6.7% |
| 1Y | +6.2% | +50.3% | -44.1% | +4.8% |
| All | +6.2% | +49.9% | -43.7% | +4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling