+351.6%
ARKK vs SCCO
+996.9%
-645.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.2% | +5.5% | +1.3% |
| 7D | -4.7% | -2.7% | -2.0% | -3.7% |
| 30D | +3.1% | -0.2% | +3.2% | +2.7% |
| 3M | +13.8% | +17.8% | -4.0% | +5.1% |
| 6M | +14.0% | +2.3% | +11.7% | +10.7% |
| YTD | +8.0% | +41.6% | -33.6% | -10.7% |
| 1Y | +9.9% | +101.9% | -92.0% | -22.6% |
| 3Y | +90.2% | +186.2% | -96.0% | +11.6% |
| 5Y | -29.9% | +309.7% | -339.6% | -65.5% |
| 10Y | +329.1% | +1,094.2% | -765.1% | +40.9% |
| All | +351.6% | +996.9% | -645.3% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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