+47.9%
JNJ vs ARMK
+44.4%
+3.5%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | -0.1% |
| 7D | +1.5% | +2.8% | -1.3% | +1.5% |
| 30D | +6.3% | -1.8% | +8.1% | +6.1% |
| 3M | +8.5% | -10.9% | +19.3% | +8.5% |
| 6M | +28.0% | +21.2% | +6.8% | +26.9% |
| YTD | +37.7% | +47.0% | -9.3% | +40.0% |
| 1Y | +47.9% | +42.9% | +5.1% | +50.0% |
| All | +47.9% | +44.4% | +3.5% | +50.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling