+1,817.6%
SMH vs ARKK
+331.8%
+1,485.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.8% | +1.1% |
| 7D | +0.3% | -3.1% | +3.3% | +2.1% |
| 30D | -2.8% | +2.7% | -5.5% | -4.6% |
| 3M | -6.7% | +10.8% | -17.5% | -12.2% |
| 6M | +41.8% | +14.4% | +27.4% | +30.9% |
| YTD | +57.9% | +8.7% | +49.2% | +49.5% |
| 1Y | +87.6% | +6.7% | +80.9% | +78.7% |
| 3Y | +282.9% | +87.4% | +195.5% | +154.2% |
| 5Y | +330.4% | -29.5% | +359.9% | +375.2% |
| All | +1,817.6% | +331.8% | +1,485.8% | +524.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling