-29.9%
ARKK vs SIMO
+287.2%
-317.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.5% | +2.7% | -0.6% |
| 7D | -4.7% | +12.5% | -17.2% | -7.8% |
| 30D | +3.1% | +18.4% | -15.4% | -2.3% |
| 3M | +13.8% | +5.6% | +8.2% | +8.3% |
| 6M | +14.0% | +116.9% | -103.0% | -18.7% |
| YTD | +8.0% | +188.4% | -180.4% | -33.0% |
| 1Y | +9.9% | +221.3% | -211.3% | -35.0% |
| 3Y | +90.2% | +438.6% | -348.4% | -11.4% |
| 5Y | -29.9% | +287.9% | -317.8% | -63.5% |
| All | -29.9% | +287.2% | -317.1% | -63.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling