+2,372.4%
SMH vs ARKK
+350.7%
+2,021.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.7% | -1.4% |
| 7D | +1.4% | -4.7% | +6.1% | +4.2% |
| 30D | -2.2% | +3.1% | -5.3% | -4.2% |
| 3M | -1.9% | +13.8% | -15.6% | -9.0% |
| 6M | +41.0% | +14.0% | +27.1% | +30.4% |
| YTD | +55.6% | +8.0% | +47.6% | +47.8% |
| 1Y | +86.8% | +9.9% | +76.9% | +74.9% |
| 3Y | +277.7% | +90.2% | +187.5% | +148.1% |
| 5Y | +324.2% | -29.9% | +354.1% | +366.9% |
| 10Y | +1,828.6% | +329.1% | +1,499.5% | +502.2% |
| All | +2,372.4% | +350.7% | +2,021.7% | +644.0% |
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