+1,643.5%
SMCI vs ARMK
+138.5%
+1,504.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | -1.3% | -0.9% | -0.4% | -1.0% |
| 30D | +18.3% | -5.9% | +24.2% | +21.0% |
| 3M | +27.7% | +6.7% | +21.0% | +24.6% |
| 6M | +17.6% | +42.5% | -25.0% | +3.4% |
| YTD | +27.7% | +55.1% | -27.4% | +8.9% |
| 1Y | -14.9% | +50.3% | -65.2% | -26.8% |
| 3Y | +33.2% | +122.2% | -89.0% | -1.5% |
| 5Y | +921.6% | +155.2% | +766.4% | +619.8% |
| All | +1,643.5% | +138.5% | +1,504.9% | +1,157.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling