+301.9%
ARKK vs SNAP
-77.2%
+379.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.0% | +3.0% | +0.1% |
| 7D | +1.9% | +0.7% | +1.2% | +1.7% |
| 30D | +13.2% | +2.6% | +10.6% | +11.9% |
| 3M | +7.7% | -9.9% | +17.6% | +9.6% |
| 6M | +15.1% | +1.9% | +13.2% | +12.3% |
| YTD | +12.1% | -32.2% | +44.3% | +21.8% |
| 1Y | +14.9% | -22.8% | +37.8% | +19.7% |
| 3Y | +99.3% | -47.6% | +146.9% | +110.2% |
| 5Y | -29.9% | -92.7% | +62.8% | +3.6% |
| All | +301.9% | -77.2% | +379.2% | +289.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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