-42.3%
ZS vs ARMK
+148.1%
-190.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.4% | -6.0% | -5.4% |
| 7D | -9.2% | +1.7% | -10.9% | -10.1% |
| 30D | -4.0% | +3.1% | -7.1% | -6.0% |
| 3M | +25.3% | +9.2% | +16.1% | +18.5% |
| 6M | -1.3% | +43.7% | -45.0% | -21.8% |
| YTD | -28.0% | +57.4% | -85.4% | -46.5% |
| 1Y | -42.5% | +51.9% | -94.4% | -56.4% |
| 3Y | +0.7% | +125.4% | -124.7% | -44.4% |
| 5Y | -42.3% | +149.1% | -191.4% | -71.2% |
| All | -42.3% | +148.1% | -190.4% | -71.2% |
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