+307.7%
ARKK vs SIMO
+839.2%
-531.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.6% | +3.6% | -0.4% |
| 7D | -0.6% | +4.1% | -4.7% | -1.8% |
| 30D | -11.2% | -24.0% | +12.7% | -5.0% |
| 3M | -9.2% | -31.8% | +22.6% | -1.7% |
| 6M | -3.9% | -36.9% | +33.0% | +2.7% |
| YTD | -2.5% | +84.8% | -87.3% | -31.2% |
| 1Y | -2.7% | +99.0% | -101.7% | -33.1% |
| 3Y | +87.9% | +217.9% | -130.0% | +7.4% |
| 5Y | -35.7% | +171.5% | -207.1% | -62.8% |
| 10Y | +299.2% | +393.3% | -94.1% | +83.6% |
| All | +307.7% | +839.2% | -531.5% | +68.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling