+1,523.4%
SMH vs ARMK
+130.7%
+1,392.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.8% | +5.6% | +5.1% |
| 7D | +0.5% | +2.8% | -2.3% | -0.3% |
| 30D | -14.2% | -1.8% | -12.4% | -13.5% |
| 3M | -11.5% | -10.9% | -0.6% | -7.9% |
| 6M | -12.0% | +21.2% | -33.3% | -17.9% |
| YTD | +40.8% | +47.0% | -6.2% | +22.8% |
| 1Y | +44.9% | +42.9% | +2.0% | +27.4% |
| 3Y | +226.7% | +95.0% | +131.7% | +156.2% |
| 5Y | +250.6% | +106.2% | +144.4% | +168.2% |
| 10Y | +1,523.4% | +131.6% | +1,391.8% | +1,176.3% |
| All | +1,523.4% | +130.7% | +1,392.7% | +1,176.3% |
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