+354.4%
ARKK vs SONY
+565.7%
-211.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.3% |
| 7D | -3.1% | -2.7% | -0.4% | -1.7% |
| 30D | +2.7% | +1.5% | +1.2% | +1.5% |
| 3M | +10.8% | +13.0% | -2.2% | +2.2% |
| 6M | +14.4% | +11.2% | +3.2% | +5.9% |
| YTD | +8.7% | -6.6% | +15.3% | +11.0% |
| 1Y | +6.7% | -18.1% | +24.9% | +17.0% |
| 3Y | +87.4% | +42.1% | +45.3% | +46.4% |
| 5Y | -29.5% | +11.0% | -40.5% | -36.3% |
| 10Y | +331.8% | +289.2% | +42.6% | +147.6% |
| All | +354.4% | +565.7% | -211.3% | +126.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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