+155.2%
ARMK vs SOXQ
+251.3%
-96.1%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.4% | +0.5% |
| 7D | -0.9% | +2.3% | -3.2% | -1.6% |
| 30D | -5.9% | -3.9% | -2.0% | -5.0% |
| 3M | +6.7% | -4.7% | +11.4% | +6.5% |
| 6M | +42.5% | +47.9% | -5.3% | +20.9% |
| YTD | +55.1% | +64.3% | -9.2% | +26.3% |
| 1Y | +50.3% | +95.7% | -45.4% | +13.8% |
| 3Y | +122.2% | +231.5% | -109.3% | +28.0% |
| 5Y | +155.2% | +255.0% | -99.8% | +39.0% |
| All | +155.2% | +251.3% | -96.1% | +39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling