+59.1%
SO vs ARKK
-31.2%
+90.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.6% |
| 7D | -1.1% | -4.7% | +3.5% | -1.1% |
| 30D | -3.7% | +3.1% | -6.8% | -3.8% |
| 3M | -5.9% | +13.8% | -19.7% | -6.1% |
| 6M | -7.3% | +14.0% | -21.3% | -7.6% |
| YTD | +3.1% | +8.0% | -4.9% | +2.9% |
| 1Y | -1.0% | +9.9% | -10.9% | -1.3% |
| 3Y | +43.2% | +90.2% | -46.9% | +38.9% |
| 5Y | +59.1% | -29.9% | +89.0% | +44.5% |
| All | +59.1% | -31.2% | +90.3% | +44.5% |
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