+129.4%
ARMK vs IBN
+368.7%
-239.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +3.6% |
| 7D | +0.9% | +14.6% | -13.7% | -4.0% |
| 30D | -0.4% | +23.5% | -23.9% | -7.8% |
| 3M | -2.0% | +14.0% | -16.0% | -6.8% |
| 6M | +22.0% | +31.1% | -9.2% | +10.0% |
| YTD | +49.6% | +16.6% | +33.0% | +40.4% |
| 1Y | +46.4% | +14.9% | +31.4% | +38.0% |
| 3Y | +103.2% | +56.9% | +46.3% | +67.7% |
| 5Y | +108.1% | +69.7% | +38.5% | +65.4% |
| 10Y | +129.4% | +365.4% | -235.9% | +40.8% |
| All | +129.4% | +368.7% | -239.2% | +40.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling