-14.4%
SMR vs ARKK
+20.1%
-34.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +0.6% | -16.3% | -16.2% |
| 7D | -11.2% | -3.1% | -8.2% | -9.0% |
| 30D | -10.2% | +2.7% | -12.9% | -11.8% |
| 3M | -10.0% | +10.8% | -20.8% | -15.7% |
| 6M | -30.5% | +14.4% | -44.8% | -34.5% |
| YTD | -39.2% | +8.7% | -47.9% | -39.6% |
| 1Y | -75.5% | +6.7% | -82.3% | -74.5% |
| 3Y | +45.4% | +87.4% | -42.0% | +19.9% |
| All | -14.4% | +20.1% | -34.5% | -32.4% |
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