+7.5%
SMR vs ARKK
+21.5%
-14.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.8% | -1.5% | -1.9% |
| 7D | +13.1% | +1.4% | +11.7% | +11.8% |
| 30D | +17.8% | +5.1% | +12.6% | +13.6% |
| 3M | +8.1% | +12.7% | -4.6% | 0.0% |
| 6M | -11.1% | +13.8% | -24.9% | -16.0% |
| YTD | -23.7% | +9.9% | -33.6% | -24.8% |
| 1Y | -69.4% | +10.4% | -79.8% | -68.8% |
| 3Y | +82.6% | +93.6% | -11.0% | +48.6% |
| All | +7.5% | +21.5% | -14.0% | -15.9% |
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