+264.0%
SPOT vs ARMK
+126.6%
+137.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.9% |
| 7D | -0.9% | -2.4% | +1.5% | -0.3% |
| 30D | +12.5% | 0.0% | +12.5% | +12.2% |
| 3M | +9.9% | +6.7% | +3.2% | +7.5% |
| 6M | +1.6% | +38.8% | -37.3% | -8.1% |
| YTD | -6.6% | +55.2% | -61.8% | -17.9% |
| 1Y | -22.9% | +46.6% | -69.5% | -31.4% |
| 3Y | +244.3% | +112.9% | +131.4% | +173.7% |
| 5Y | +117.8% | +144.0% | -26.2% | +68.1% |
| All | +264.0% | +126.6% | +137.4% | +187.7% |
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 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