+103.2%
ARMK vs IBN
+56.2%
+47.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +3.9% |
| 7D | +0.9% | +14.6% | -13.7% | -1.6% |
| 30D | -0.4% | +23.5% | -23.9% | -4.4% |
| 3M | -2.0% | +14.0% | -16.0% | -4.4% |
| 6M | +22.0% | +31.1% | -9.2% | +15.0% |
| YTD | +49.6% | +16.6% | +33.0% | +44.5% |
| 1Y | +46.4% | +14.9% | +31.4% | +41.7% |
| 3Y | +103.2% | +56.9% | +46.3% | +95.3% |
| All | +103.2% | +56.2% | +47.0% | +95.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling