-0.3%
SPOT vs ARMK
+41.1%
-41.4%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -4.2% | +8.8% | +5.0% |
| 7D | +16.6% | -5.8% | +22.4% | +17.2% |
| 30D | +29.9% | -5.3% | +35.2% | +30.3% |
| 3M | +31.3% | -6.7% | +38.0% | +31.7% |
| 6M | +43.2% | +17.4% | +25.9% | +26.9% |
| YTD | +8.1% | +43.0% | -34.9% | -10.2% |
| 1Y | -0.3% | +40.3% | -40.6% | -17.7% |
| All | -0.3% | +41.1% | -41.4% | -17.7% |
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