+66.0%
ARKK vs SN
+453.9%
-387.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.0% | +2.2% | -0.4% |
| 7D | -4.7% | -7.2% | +2.5% | -2.2% |
| 30D | +3.1% | -13.4% | +16.4% | +8.2% |
| 3M | +13.8% | +26.8% | -13.0% | +3.9% |
| 6M | +14.0% | +44.6% | -30.6% | -1.5% |
| YTD | +8.0% | +45.3% | -37.3% | -7.1% |
| 1Y | +9.9% | +40.1% | -30.2% | -4.7% |
| 3Y | +90.2% | +375.3% | -285.1% | +26.9% |
| All | +66.0% | +453.9% | -387.9% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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