+572.5%
SNPS vs ARKK
+331.8%
+240.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | -0.3% |
| 7D | +0.9% | -3.1% | +4.0% | +2.5% |
| 30D | -3.6% | +2.7% | -6.3% | -5.0% |
| 3M | -12.9% | +10.8% | -23.7% | -17.8% |
| 6M | -8.2% | +14.4% | -22.6% | -15.2% |
| YTD | -15.4% | +8.7% | -24.1% | -20.0% |
| 1Y | -9.3% | +6.7% | -16.0% | -13.7% |
| 3Y | -14.0% | +87.4% | -101.4% | -40.7% |
| 5Y | +19.5% | -29.5% | +49.0% | +29.2% |
| All | +572.5% | +331.8% | +240.7% | +170.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling