+149.1%
ARMK vs IBN
+56.7%
+92.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.5% | +4.0% | +2.4% |
| 7D | +1.7% | -2.2% | +3.9% | +2.5% |
| 30D | +3.1% | -2.3% | +5.4% | +3.9% |
| 3M | +9.2% | +15.9% | -6.6% | +2.8% |
| 6M | +43.7% | +5.6% | +38.1% | +40.0% |
| YTD | +57.4% | -0.1% | +57.4% | +56.4% |
| 1Y | +51.9% | -6.5% | +58.4% | +54.6% |
| 3Y | +125.4% | +29.3% | +96.1% | +94.3% |
| 5Y | +149.1% | +56.6% | +92.5% | +90.1% |
| All | +149.1% | +56.7% | +92.4% | +90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded IBN 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling