+89.6%
ARKK vs SIMO
+469.0%
-379.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -2.2% |
| 7D | +1.4% | +14.5% | -13.1% | -1.9% |
| 30D | +5.1% | +20.4% | -15.3% | +0.1% |
| 3M | +12.7% | +7.1% | +5.6% | +7.9% |
| 6M | +13.8% | +129.2% | -115.4% | -18.3% |
| YTD | +9.9% | +201.9% | -192.0% | -32.9% |
| 1Y | +10.4% | +235.5% | -225.1% | -36.4% |
| All | +89.6% | +469.0% | -379.4% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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