+108.1%
ARMK vs IBN
+70.2%
+37.9%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +3.6% |
| 7D | +0.9% | +14.6% | -13.7% | -4.2% |
| 30D | -0.4% | +23.5% | -23.9% | -8.2% |
| 3M | -2.0% | +14.0% | -16.0% | -7.0% |
| 6M | +22.0% | +31.1% | -9.2% | +9.0% |
| YTD | +49.6% | +16.6% | +33.0% | +39.9% |
| 1Y | +46.4% | +14.9% | +31.4% | +37.6% |
| 3Y | +103.2% | +56.9% | +46.3% | +59.3% |
| 5Y | +108.1% | +69.7% | +38.5% | +45.8% |
| All | +108.1% | +70.2% | +37.9% | +45.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling