+351.6%
ARKK vs SSNC
+272.2%
+79.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.4% |
| 7D | -4.7% | -6.7% | +2.1% | -0.1% |
| 30D | +3.1% | -0.8% | +3.9% | +3.6% |
| 3M | +13.8% | +16.1% | -2.3% | +0.9% |
| 6M | +14.0% | +7.9% | +6.0% | +5.9% |
| YTD | +8.0% | -8.7% | +16.7% | +12.2% |
| 1Y | +9.9% | -9.5% | +19.4% | +14.6% |
| 3Y | +90.2% | +47.7% | +42.5% | +41.3% |
| 5Y | -29.9% | +17.6% | -47.5% | -38.1% |
| 10Y | +329.1% | +167.7% | +161.4% | +150.5% |
| All | +351.6% | +272.2% | +79.4% | +145.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling