+1.2%
SO vs ARMK
+50.1%
-48.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.9% |
| 7D | +1.0% | +1.7% | -0.7% | +0.9% |
| 30D | -3.2% | +3.1% | -6.3% | -3.4% |
| 3M | -1.7% | +9.2% | -10.9% | -2.1% |
| 6M | -7.2% | +43.7% | -50.9% | -8.9% |
| YTD | +4.6% | +57.4% | -52.8% | +2.0% |
| 1Y | +1.2% | +51.9% | -50.6% | -1.1% |
| All | +1.2% | +50.1% | -48.8% | -1.1% |
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