+2,258.0%
SMCI vs ARMK
+350.8%
+1,907.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +4.9% |
| 7D | +6.8% | -2.4% | +9.2% | +7.7% |
| 30D | +30.6% | 0.0% | +30.6% | +30.3% |
| 3M | -15.6% | +6.7% | -22.2% | -17.6% |
| 6M | +21.3% | +38.8% | -17.6% | +7.6% |
| YTD | +35.3% | +55.2% | -19.9% | +15.3% |
| 1Y | -2.7% | +46.6% | -49.3% | -15.6% |
| 3Y | +40.3% | +112.9% | -72.6% | +5.2% |
| 5Y | +941.8% | +144.0% | +797.9% | +642.4% |
| 10Y | +1,687.4% | +132.4% | +1,554.9% | +1,156.6% |
| All | +2,258.0% | +350.8% | +1,907.1% | +1,368.6% |
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 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