+192.7%
JBL vs ARMK
+125.3%
+67.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | 0.0% |
| 7D | +4.4% | +1.7% | +2.7% | +3.7% |
| 30D | -8.4% | +3.1% | -11.6% | -9.5% |
| 3M | -14.2% | +9.2% | -23.4% | -16.9% |
| 6M | +29.6% | +43.7% | -14.1% | +12.4% |
| YTD | +37.1% | +57.4% | -20.3% | +14.4% |
| 1Y | +49.5% | +51.9% | -2.4% | +26.1% |
| 3Y | +192.7% | +125.4% | +67.3% | +101.9% |
| All | +192.7% | +125.3% | +67.4% | +101.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling