+451.3%
SN vs ARMK
+96.1%
+355.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.6% |
| 7D | +3.5% | +2.8% | +0.7% | +2.1% |
| 30D | +19.4% | -1.8% | +21.2% | +20.0% |
| 3M | +20.9% | -10.9% | +31.8% | +27.3% |
| 6M | +111.1% | +21.2% | +89.9% | +87.5% |
| YTD | +102.8% | +47.0% | +55.8% | +60.5% |
| 1Y | +146.2% | +42.9% | +103.3% | +98.1% |
| All | +451.3% | +96.1% | +355.2% | +293.2% |
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