+72.5%
ARKK vs SOUN
-28.2%
+100.7%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -3.1% | -7.1% | +4.1% | -2.1% |
| 30D | +2.7% | -15.4% | +18.1% | +4.9% |
| 3M | +10.8% | -10.6% | +21.3% | +12.1% |
| 6M | +14.4% | -19.6% | +34.0% | +16.7% |
| YTD | +8.7% | -37.2% | +45.9% | +13.9% |
| 1Y | +6.7% | -57.1% | +63.8% | +16.6% |
| 3Y | +87.4% | +178.2% | -90.8% | +53.3% |
| All | +72.5% | -28.2% | +100.7% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 10y: compounded portfolio wealth divided by compounded SOUN 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…
10y analysis · Full analysis span regression · 6 months rolling