+49.9%
ARKK vs SN
+671.3%
-621.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.8% | -4.8% | -3.0% |
| 7D | -0.6% | +1.5% | -2.2% | -1.1% |
| 30D | -11.2% | +21.5% | -32.7% | -17.1% |
| 3M | -9.2% | +20.0% | -29.2% | -15.1% |
| 6M | -3.9% | +119.9% | -123.8% | -28.0% |
| YTD | -2.5% | +102.3% | -104.8% | -25.4% |
| 1Y | -2.7% | +148.0% | -150.7% | -31.0% |
| 3Y | +87.9% | +450.0% | -362.1% | +12.0% |
| All | +49.9% | +671.3% | -621.4% | -11.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling