+331.8%
ARKK vs SBAC
+87.1%
+244.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.6% | -0.3% |
| 7D | -3.1% | -2.1% | -1.0% | -2.2% |
| 30D | +2.7% | +2.0% | +0.7% | +1.9% |
| 3M | +10.8% | -8.3% | +19.1% | +13.9% |
| 6M | +14.4% | +0.3% | +14.1% | +11.4% |
| YTD | +8.7% | -2.2% | +10.9% | +6.5% |
| 1Y | +6.7% | -4.6% | +11.4% | +5.6% |
| 3Y | +87.4% | -8.3% | +95.7% | +80.2% |
| 5Y | -29.5% | -42.8% | +13.4% | -13.5% |
| All | +331.8% | +87.1% | +244.7% | +289.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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