+86.8%
SMH vs ARMK
+49.9%
+36.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.2% | -2.4% |
| 7D | +1.4% | -0.9% | +2.3% | +1.6% |
| 30D | -2.2% | -5.9% | +3.7% | -0.9% |
| 3M | -1.9% | +6.7% | -8.6% | -3.2% |
| 6M | +41.0% | +42.5% | -1.5% | +29.3% |
| YTD | +55.6% | +55.1% | +0.4% | +41.7% |
| 1Y | +86.8% | +50.3% | +36.5% | +72.3% |
| All | +86.8% | +49.9% | +36.9% | +72.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling