+16.9%
QQQI vs ARMK
+54.5%
-37.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.3% | +0.5% |
| 7D | -0.3% | +3.1% | -3.5% | -0.7% |
| 30D | -0.3% | -2.8% | +2.5% | +0.1% |
| 3M | +1.3% | +7.6% | -6.2% | +0.3% |
| 6M | +11.5% | +47.9% | -36.4% | +4.7% |
| YTD | +11.3% | +60.0% | -48.7% | +4.0% |
| 1Y | +16.9% | +52.2% | -35.4% | +10.4% |
| All | +16.9% | +54.5% | -37.7% | +10.4% |
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