-28.1%
ARKK vs SSNC
+19.2%
-47.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.9% |
| 7D | -3.1% | -4.0% | +1.0% | +0.5% |
| 30D | +2.7% | +0.5% | +2.2% | +2.1% |
| 3M | +10.8% | +18.9% | -8.2% | -7.9% |
| 6M | +14.4% | +10.8% | +3.6% | +1.2% |
| YTD | +8.7% | -7.1% | +15.8% | +14.2% |
| 1Y | +6.7% | -9.6% | +16.4% | +14.8% |
| 3Y | +87.4% | +51.1% | +36.3% | +9.3% |
| All | -28.1% | +19.2% | -47.3% | -42.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling