+1,154.7%
SMCI vs ARKK
+353.6%
+801.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.7% | +6.9% |
| 7D | +1.3% | -3.1% | +4.4% | +3.4% |
| 30D | +6.6% | +2.7% | +3.9% | +4.8% |
| 3M | +25.4% | +10.8% | +14.7% | +17.3% |
| 6M | +26.1% | +14.4% | +11.8% | +19.1% |
| YTD | +37.0% | +8.7% | +28.3% | +33.1% |
| 1Y | -8.8% | +6.7% | -15.5% | -10.1% |
| 3Y | +44.6% | +87.4% | -42.8% | +7.1% |
| 5Y | +995.9% | -29.5% | +1,025.4% | +1,137.9% |
| 10Y | +1,801.4% | +331.8% | +1,469.6% | +404.7% |
| All | +1,154.7% | +353.6% | +801.1% | +223.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling