+107.5%
SOXX vs ARMK
+54.5%
+53.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.2% | -1.3% | +1.1% |
| 7D | +1.4% | +3.1% | -1.7% | +0.6% |
| 30D | -3.6% | -2.8% | -0.8% | -2.9% |
| 3M | -10.2% | +7.6% | -17.7% | -11.6% |
| 6M | +54.2% | +47.9% | +6.3% | +39.0% |
| YTD | +75.2% | +60.0% | +15.2% | +56.6% |
| 1Y | +107.5% | +52.2% | +55.3% | +90.0% |
| All | +107.5% | +54.5% | +53.0% | +90.0% |
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