+331.8%
ARKK vs SYY
+116.5%
+215.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.2% |
| 7D | -3.1% | +3.9% | -7.0% | -4.6% |
| 30D | +2.7% | -1.7% | +4.5% | +3.4% |
| 3M | +10.8% | +5.2% | +5.6% | +8.1% |
| 6M | +14.4% | -0.2% | +14.6% | +13.2% |
| YTD | +8.7% | +15.4% | -6.7% | +0.6% |
| 1Y | +6.7% | +5.6% | +1.2% | +2.3% |
| 3Y | +87.4% | +28.9% | +58.5% | +62.5% |
| 5Y | -29.5% | +24.1% | -53.5% | -36.8% |
| All | +331.8% | +116.5% | +215.3% | +193.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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