+30.5%
SNOW vs ARKK
-5.2%
+35.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | +0.2% |
| 7D | +8.4% | +1.4% | +7.0% | +7.6% |
| 30D | -1.0% | +5.1% | -6.1% | -4.8% |
| 3M | +38.3% | +12.7% | +25.6% | +24.5% |
| 6M | +81.3% | +13.8% | +67.5% | +61.2% |
| YTD | +51.1% | +9.9% | +41.2% | +38.5% |
| 1Y | +47.0% | +10.4% | +36.6% | +32.1% |
| 3Y | +99.7% | +93.6% | +6.2% | +2.0% |
| 5Y | +3.6% | -29.4% | +33.0% | +26.0% |
| All | +30.5% | -5.2% | +35.7% | +12.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling