-41.8%
SIRI vs ARMK
+160.7%
-202.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.2% | -0.1% |
| 7D | +0.6% | +3.1% | -2.6% | -0.5% |
| 30D | +2.5% | -2.8% | +5.3% | +3.4% |
| 3M | +6.6% | +7.6% | -1.0% | +3.7% |
| 6M | +32.9% | +47.9% | -15.0% | +14.7% |
| YTD | +50.5% | +60.0% | -9.6% | +25.9% |
| 1Y | +28.0% | +52.2% | -24.3% | +9.0% |
| 3Y | -22.4% | +131.4% | -153.8% | -44.0% |
| All | -41.8% | +160.7% | -202.4% | -59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling