+86.2%
ARKK vs SGI
+50.3%
+36.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -0.2% |
| 7D | -4.7% | -4.9% | +0.2% | -2.3% |
| 30D | +3.1% | +1.6% | +1.5% | +2.1% |
| 3M | +13.8% | -3.2% | +16.9% | +14.7% |
| 6M | +14.0% | -16.0% | +30.0% | +22.3% |
| YTD | +8.0% | -25.4% | +33.4% | +22.1% |
| 1Y | +9.9% | -21.6% | +31.5% | +19.7% |
| All | +86.2% | +50.3% | +36.0% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 3y: compounded portfolio wealth divided by compounded SGI 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…
3y analysis · Full analysis span regression · 6 months rolling