-85.6%
SMR vs ARKK
-5.7%
-79.9%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.5% | -4.6% |
| 7D | -9.5% | -6.7% | -2.8% | +1.4% |
| 30D | -33.2% | -13.4% | -19.8% | -14.9% |
| 3M | -45.9% | +4.7% | -50.6% | -52.2% |
| 6M | -57.9% | +2.7% | -60.6% | -60.6% |
| YTD | -63.8% | +4.5% | -68.3% | -65.4% |
| 1Y | -85.6% | -3.7% | -81.9% | -83.1% |
| All | -85.6% | -5.7% | -79.9% | -83.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling