-28.1%
ARKK vs SIRI
-41.5%
+13.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.4% |
| 7D | -3.1% | +0.6% | -3.6% | -3.2% |
| 30D | +2.7% | +2.5% | +0.2% | +2.0% |
| 3M | +10.8% | +6.6% | +4.1% | +8.6% |
| 6M | +14.4% | +32.9% | -18.5% | +5.9% |
| YTD | +8.7% | +50.5% | -41.8% | -3.2% |
| 1Y | +6.7% | +28.0% | -21.2% | -1.2% |
| 3Y | +87.4% | -22.4% | +109.8% | +88.5% |
| All | -28.1% | -41.5% | +13.4% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 5y: compounded portfolio wealth divided by compounded SIRI 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…
5y analysis · Full analysis span regression · 6 months rolling