+69.0%
ARKK vs SN
+476.8%
-407.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.6% | -0.6% |
| 7D | +1.4% | -3.4% | +4.8% | +2.6% |
| 30D | +5.1% | -9.1% | +14.2% | +8.5% |
| 3M | +12.7% | +31.8% | -19.0% | +1.6% |
| 6M | +13.8% | +52.0% | -38.2% | -3.3% |
| YTD | +9.9% | +51.3% | -41.4% | -6.8% |
| 1Y | +10.4% | +46.9% | -36.5% | -5.9% |
| 3Y | +93.6% | +394.9% | -301.3% | +27.4% |
| All | +69.0% | +476.8% | -407.8% | +11.2% |
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 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