+254.6%
SPOT vs ARMK
+100.8%
+153.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.5% | -0.2% |
| 7D | +1.0% | -0.7% | +1.7% | +1.1% |
| 30D | +14.6% | -1.3% | +15.9% | +14.4% |
| 3M | +18.4% | -2.5% | +20.9% | +18.3% |
| 6M | +45.1% | +20.8% | +24.3% | +33.6% |
| YTD | +4.4% | +48.2% | -43.8% | -10.2% |
| 1Y | -2.7% | +45.7% | -48.4% | -16.1% |
| 3Y | +254.6% | +96.6% | +158.0% | +204.9% |
| All | +254.6% | +100.8% | +153.8% | +204.9% |
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