+354.4%
ARKK vs SIRI
+8.0%
+346.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.3% |
| 7D | -3.1% | +0.6% | -3.6% | -3.3% |
| 30D | +2.7% | +2.5% | +0.2% | +1.7% |
| 3M | +10.8% | +6.6% | +4.1% | +7.8% |
| 6M | +14.4% | +32.9% | -18.5% | +2.8% |
| YTD | +8.7% | +50.5% | -41.8% | -7.4% |
| 1Y | +6.7% | +28.0% | -21.2% | -4.2% |
| 3Y | +87.4% | -22.4% | +109.8% | +89.0% |
| 5Y | -29.5% | -41.3% | +11.8% | -26.0% |
| 10Y | +331.8% | -10.4% | +342.2% | +250.3% |
| All | +354.4% | +8.0% | +346.4% | +227.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling