+368.8%
ARKK vs SIMO
+1,315.6%
-946.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.7% | -9.8% | -3.5% |
| 7D | +1.9% | +4.2% | -2.3% | +0.5% |
| 30D | +13.2% | +4.1% | +9.1% | +10.5% |
| 3M | +7.7% | -12.9% | +20.6% | +8.3% |
| 6M | +15.1% | +110.3% | -95.3% | -16.8% |
| YTD | +12.1% | +178.6% | -166.5% | -28.0% |
| 1Y | +14.9% | +220.0% | -205.1% | -29.8% |
| 3Y | +99.3% | +409.0% | -309.7% | +1.7% |
| 5Y | -29.9% | +277.3% | -307.2% | -62.2% |
| 10Y | +351.6% | +506.6% | -155.0% | +94.9% |
| All | +368.8% | +1,315.6% | -946.8% | +76.2% |
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