+4,156.3%
STRL vs ARMK
+350.8%
+3,805.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.9% | +6.6% | +6.1% |
| 7D | +3.4% | -2.4% | +5.8% | +4.4% |
| 30D | -9.2% | 0.0% | -9.3% | -9.4% |
| 3M | -51.0% | +6.7% | -57.7% | -52.4% |
| 6M | +15.8% | +38.8% | -23.0% | +0.6% |
| YTD | +58.9% | +55.2% | +3.7% | +31.2% |
| 1Y | +68.5% | +46.6% | +21.9% | +42.2% |
| 3Y | +485.2% | +112.9% | +372.3% | +315.9% |
| 5Y | +2,005.1% | +144.0% | +1,861.1% | +1,300.8% |
| 10Y | +7,118.0% | +132.4% | +6,985.5% | +5,083.6% |
| All | +4,156.3% | +350.8% | +3,805.4% | +2,386.9% |
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 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