+591.3%
ZBRA vs ARMK
+364.9%
+226.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.2% | -1.3% | +0.7% |
| 7D | -3.4% | +3.1% | -6.5% | -4.5% |
| 30D | -7.4% | -2.8% | -4.6% | -6.5% |
| 3M | +57.5% | +7.6% | +49.9% | +52.8% |
| 6M | +64.0% | +47.9% | +16.1% | +41.5% |
| YTD | +44.3% | +60.0% | -15.7% | +20.4% |
| 1Y | +10.9% | +52.2% | -41.4% | -5.8% |
| 3Y | +37.5% | +131.4% | -93.9% | +0.1% |
| 5Y | -39.7% | +163.2% | -202.9% | -57.8% |
| 10Y | +429.9% | +144.8% | +285.1% | +289.6% |
| All | +591.3% | +364.9% | +226.4% | +336.7% |
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