+19.5%
SNPS vs ARKK
-31.2%
+50.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.8% |
| 7D | -4.6% | -4.7% | +0.1% | -2.5% |
| 30D | -3.3% | +3.1% | -6.4% | -4.7% |
| 3M | -13.8% | +13.8% | -27.5% | -19.2% |
| 6M | -8.2% | +14.0% | -22.2% | -14.4% |
| YTD | -15.4% | +8.0% | -23.4% | -19.3% |
| 1Y | +2.4% | +9.9% | -7.5% | -3.1% |
| 3Y | -13.5% | +90.2% | -103.7% | -37.8% |
| 5Y | +19.5% | -29.9% | +49.4% | +25.0% |
| All | +19.5% | -31.2% | +50.6% | +25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling