-73.1%
SMR vs ARMK
+47.4%
-120.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.1% |
| 7D | +4.4% | -2.4% | +6.8% | +5.6% |
| 30D | +3.4% | 0.0% | +3.4% | +3.2% |
| 3M | -19.2% | +6.7% | -25.8% | -21.9% |
| 6M | -22.6% | +38.8% | -61.5% | -35.5% |
| YTD | -31.5% | +55.2% | -86.7% | -46.3% |
| 1Y | -73.1% | +46.6% | -119.7% | -77.9% |
| All | -73.1% | +47.4% | -120.5% | -77.9% |
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