+126.9%
ARMK vs SOXQ
+286.7%
-159.7%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.8% | +1.4% | +2.6% |
| 7D | +3.1% | +0.8% | +2.4% | +2.9% |
| 30D | -2.8% | -4.6% | +1.8% | -1.6% |
| 3M | +7.6% | -10.2% | +17.7% | +9.6% |
| 6M | +47.9% | +49.7% | -1.8% | +25.1% |
| YTD | +60.0% | +67.2% | -7.2% | +29.7% |
| 1Y | +52.2% | +98.0% | -45.8% | +15.0% |
| 3Y | +131.4% | +237.2% | -105.8% | +33.1% |
| 5Y | +163.2% | +261.3% | -98.1% | +40.3% |
| All | +126.9% | +286.7% | -159.7% | +18.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling