+14.9%
ARKK vs SSNC
-3.0%
+17.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.8% |
| 7D | +1.9% | +0.6% | +1.3% | +1.8% |
| 30D | +13.2% | +6.0% | +7.1% | +11.6% |
| 3M | +7.7% | +21.0% | -13.3% | +3.3% |
| 6M | +15.1% | +12.1% | +3.0% | +13.7% |
| YTD | +12.1% | -3.2% | +15.3% | +16.7% |
| 1Y | +14.9% | -4.4% | +19.3% | +22.1% |
| All | +14.9% | -3.0% | +17.9% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 1y: compounded portfolio wealth divided by compounded SSNC 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…
1y analysis · Full analysis span regression · 6 months rolling