+2,238.4%
SIMO vs ARMK
+350.8%
+1,887.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.9% | +9.6% | +8.9% |
| 7D | +4.2% | -2.4% | +6.6% | +4.8% |
| 30D | +4.1% | 0.0% | +4.1% | +4.0% |
| 3M | -12.9% | +6.7% | -19.5% | -14.4% |
| 6M | +110.3% | +38.8% | +71.5% | +92.5% |
| YTD | +178.6% | +55.2% | +123.4% | +147.3% |
| 1Y | +220.0% | +46.6% | +173.4% | +187.9% |
| 3Y | +409.0% | +112.9% | +296.1% | +314.6% |
| 5Y | +277.3% | +144.0% | +133.3% | +192.5% |
| 10Y | +506.6% | +132.4% | +374.2% | +369.8% |
| All | +2,238.4% | +350.8% | +1,887.5% | +1,551.5% |
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