+46.6%
ARMK vs SOXQ
+111.3%
-64.7%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.4% | -4.2% | -1.1% |
| 7D | -2.4% | +2.3% | -4.8% | -2.6% |
| 30D | 0.0% | -2.3% | +2.3% | +0.2% |
| 3M | +6.7% | -13.8% | +20.4% | +7.5% |
| 6M | +38.8% | +48.6% | -9.8% | +29.3% |
| YTD | +55.2% | +66.0% | -10.8% | +43.9% |
| 1Y | +46.6% | +107.9% | -61.3% | +34.3% |
| All | +46.6% | +111.3% | -64.7% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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