+98.8%
JCI vs ARMK
+96.3%
+2.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.5% | -1.7% | +0.8% |
| 7D | -9.4% | -2.6% | -6.8% | -8.2% |
| 30D | -13.4% | -5.2% | -8.2% | -11.2% |
| 3M | -12.4% | -6.5% | -5.9% | -9.7% |
| 6M | -5.1% | +15.3% | -20.4% | -10.9% |
| YTD | +13.7% | +43.6% | -29.9% | -3.2% |
| 1Y | +11.4% | +42.1% | -30.6% | -4.9% |
| 3Y | +175.9% | +94.0% | +81.9% | +98.5% |
| All | +98.8% | +96.3% | +2.5% | +35.9% |
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 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