+327.2%
SMH vs ARKK
-29.6%
+356.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.8% | +1.1% |
| 7D | +0.3% | -3.1% | +3.3% | +1.9% |
| 30D | -2.8% | +2.7% | -5.5% | -4.4% |
| 3M | -6.7% | +10.8% | -17.5% | -11.7% |
| 6M | +41.8% | +14.4% | +27.4% | +32.0% |
| YTD | +57.9% | +8.7% | +49.2% | +50.4% |
| 1Y | +87.6% | +6.7% | +80.9% | +79.9% |
| 3Y | +282.9% | +87.4% | +195.5% | +169.2% |
| All | +327.2% | -29.6% | +356.8% | +324.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling