+331.8%
ARKK vs SAN
+357.1%
-25.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.6% | -0.4% |
| 7D | -3.1% | +0.2% | -3.3% | -3.1% |
| 30D | +2.7% | +0.9% | +1.8% | +2.3% |
| 3M | +10.8% | +19.1% | -8.3% | +2.5% |
| 6M | +14.4% | +33.2% | -18.8% | +0.8% |
| YTD | +8.7% | +29.1% | -20.5% | -3.6% |
| 1Y | +6.7% | +50.2% | -43.5% | -11.5% |
| 3Y | +87.4% | +351.0% | -263.6% | -3.6% |
| 5Y | -29.5% | +394.7% | -424.1% | -65.9% |
| All | +331.8% | +357.1% | -25.3% | +112.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 10y: compounded portfolio wealth divided by compounded SAN 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…
10y analysis · Full analysis span regression · 6 months rolling