+153.1%
SO vs ARKK
+331.8%
-178.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.7% |
| 7D | -1.1% | -3.1% | +2.0% | -0.9% |
| 30D | -5.0% | +2.7% | -7.7% | -5.2% |
| 3M | -5.8% | +10.8% | -16.5% | -6.6% |
| 6M | -7.9% | +14.4% | -22.3% | -9.1% |
| YTD | +2.4% | +8.7% | -6.2% | +1.4% |
| 1Y | -2.3% | +6.7% | -9.0% | -3.3% |
| 3Y | +41.9% | +87.4% | -45.5% | +31.2% |
| 5Y | +58.1% | -29.5% | +87.5% | +61.3% |
| All | +153.1% | +331.8% | -178.7% | +98.3% |
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 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