-44.0%
ZBRA vs ARMK
+106.1%
-150.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.3% |
| 7D | -1.5% | +2.8% | -4.3% | -3.2% |
| 30D | -15.6% | -1.8% | -13.9% | -15.1% |
| 3M | -14.5% | -10.9% | -3.6% | -9.1% |
| 6M | +50.9% | +21.2% | +29.7% | +32.9% |
| YTD | +34.8% | +47.0% | -12.2% | +4.5% |
| 1Y | +28.3% | +42.9% | -14.5% | +1.1% |
| 3Y | +58.8% | +95.0% | -36.2% | +0.6% |
| 5Y | -44.0% | +106.2% | -150.3% | -67.9% |
| All | -44.0% | +106.1% | -150.2% | -67.9% |
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