+542.0%
SEI vs ARMK
+137.4%
+404.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.9% | +4.3% | +3.8% |
| 7D | +10.2% | -2.4% | +12.6% | +11.3% |
| 30D | -1.0% | 0.0% | -1.0% | -1.2% |
| 3M | -27.9% | +6.7% | -34.6% | -30.0% |
| 6M | +10.4% | +38.8% | -28.4% | -4.1% |
| YTD | +20.1% | +55.2% | -35.0% | -0.7% |
| 1Y | +109.7% | +46.6% | +63.1% | +77.0% |
| 3Y | +458.6% | +112.9% | +345.7% | +295.0% |
| 5Y | +775.3% | +144.0% | +631.3% | +473.0% |
| All | +542.0% | +137.4% | +404.6% | +410.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling