+46.1%
SAP vs ARKK
-4.1%
+50.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.3% | +0.4% |
| 7D | +0.6% | -0.6% | +1.2% | +0.7% |
| 30D | +6.5% | -11.2% | +17.8% | +7.3% |
| 3M | +12.2% | -9.2% | +21.4% | +12.6% |
| 6M | +46.1% | -3.9% | +50.0% | +46.3% |
| All | +46.1% | -4.1% | +50.1% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 6mo: compounded portfolio wealth divided by compounded ARKK 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…
6mo analysis · Full analysis span regression · 6 months rolling