+308.8%
SPOT vs ARMK
+114.7%
+194.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | -3.0% | +2.8% | -5.7% | -3.7% |
| 30D | +15.2% | -1.8% | +17.0% | +15.1% |
| 3M | +21.6% | -10.9% | +32.5% | +24.8% |
| 6M | +45.2% | +21.2% | +24.0% | +35.9% |
| YTD | +4.9% | +47.0% | -42.1% | -7.0% |
| 1Y | -4.8% | +42.9% | -47.6% | -15.0% |
| 3Y | +256.3% | +95.0% | +161.3% | +188.7% |
| 5Y | +120.2% | +106.2% | +14.0% | +75.1% |
| All | +308.8% | +114.7% | +194.1% | +226.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling