+44.6%
SMCI vs ARKK
+89.0%
-44.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.7% | +6.6% |
| 7D | +1.3% | -3.1% | +4.4% | +4.6% |
| 30D | +6.6% | +2.7% | +3.9% | +3.4% |
| 3M | +25.4% | +10.8% | +14.7% | +11.7% |
| 6M | +26.1% | +14.4% | +11.8% | +13.2% |
| YTD | +37.0% | +8.7% | +28.3% | +28.1% |
| 1Y | -8.8% | +6.7% | -15.5% | -13.5% |
| 3Y | +44.6% | +87.4% | -42.8% | -3.9% |
| All | +44.6% | +89.0% | -44.4% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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