+40.4%
SMCI vs ARMK
+121.1%
-80.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.8% |
| 7D | +5.2% | +0.3% | +4.9% | +5.1% |
| 30D | +23.7% | +2.4% | +21.4% | +22.2% |
| 3M | -4.2% | +6.1% | -10.3% | -6.8% |
| 6M | +21.7% | +41.8% | -20.0% | +3.4% |
| YTD | +33.0% | +55.5% | -22.5% | +8.6% |
| 1Y | -9.3% | +49.6% | -58.9% | -24.9% |
| All | +40.4% | +121.1% | -80.8% | -6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling