-29.5%
ZBH vs ARMK
+146.8%
-176.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.7% |
| 7D | -4.9% | +0.3% | -5.2% | -5.0% |
| 30D | -3.2% | +2.4% | -5.6% | -4.1% |
| 3M | +5.8% | +6.1% | -0.2% | +3.8% |
| 6M | +2.0% | +41.8% | -39.8% | -8.5% |
| YTD | +5.8% | +55.5% | -49.8% | -7.7% |
| 1Y | -7.9% | +49.6% | -57.5% | -18.9% |
| 3Y | -19.4% | +122.8% | -142.1% | -39.6% |
| 5Y | -29.5% | +151.0% | -180.5% | -51.0% |
| All | -29.5% | +146.8% | -176.3% | -51.0% |
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