+86.2%
ARKK vs SN
+349.8%
-263.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.0% | +2.2% | -0.1% |
| 7D | -4.7% | -7.2% | +2.5% | -1.7% |
| 30D | +3.1% | -13.4% | +16.4% | +9.1% |
| 3M | +13.8% | +26.8% | -13.0% | +2.0% |
| 6M | +14.0% | +44.6% | -30.6% | -4.4% |
| YTD | +8.0% | +45.3% | -37.3% | -10.1% |
| 1Y | +9.9% | +40.1% | -30.2% | -7.6% |
| All | +86.2% | +349.8% | -263.6% | -7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling