+409.8%
JBL vs ARMK
+146.8%
+262.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.3% |
| 7D | +4.0% | +0.3% | +3.7% | +3.8% |
| 30D | -7.5% | +2.4% | -9.8% | -8.5% |
| 3M | -14.1% | +6.1% | -20.1% | -16.5% |
| 6M | +25.9% | +41.8% | -15.9% | +5.5% |
| YTD | +36.7% | +55.5% | -18.9% | +8.8% |
| 1Y | +49.0% | +49.6% | -0.6% | +20.4% |
| 3Y | +191.8% | +122.8% | +69.0% | +82.2% |
| 5Y | +409.8% | +151.0% | +258.8% | +191.2% |
| All | +409.8% | +146.8% | +262.9% | +191.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling