+359.8%
ARKK vs SMTC
+550.6%
-190.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -2.1% |
| 7D | +1.4% | +22.5% | -21.1% | -6.3% |
| 30D | +5.1% | +24.9% | -19.8% | -4.9% |
| 3M | +12.7% | +4.1% | +8.7% | +6.1% |
| 6M | +13.8% | +92.6% | -78.7% | -18.3% |
| YTD | +9.9% | +122.5% | -112.5% | -26.2% |
| 1Y | +10.4% | +166.2% | -155.8% | -32.1% |
| 3Y | +93.6% | +577.2% | -483.6% | -36.9% |
| 5Y | -29.4% | +119.0% | -148.3% | -61.4% |
| 10Y | +336.9% | +527.9% | -191.0% | +53.8% |
| All | +359.8% | +550.6% | -190.8% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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