+514.3%
SPMO vs ARMK
+138.5%
+375.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.6% | -1.8% |
| 7D | +0.1% | -0.9% | +1.0% | +0.3% |
| 30D | -0.7% | -5.9% | +5.3% | +0.7% |
| 3M | +2.8% | +6.7% | -3.9% | +1.1% |
| 6M | +24.4% | +42.5% | -18.1% | +14.1% |
| YTD | +24.2% | +55.1% | -30.9% | +11.5% |
| 1Y | +24.5% | +50.3% | -25.8% | +12.4% |
| 3Y | +155.6% | +122.2% | +33.4% | +109.2% |
| 5Y | +148.2% | +155.2% | -7.0% | +95.3% |
| All | +514.3% | +138.5% | +375.8% | +412.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling