-100.0%
SOXS vs ARKK
+350.7%
-450.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -1.8% | +9.9% | +4.9% |
| 7D | -9.4% | -4.7% | -4.7% | -17.0% |
| 30D | +6.2% | +3.1% | +3.1% | +13.5% |
| 3M | -28.0% | +13.8% | -41.8% | +5.2% |
| 6M | -99.2% | +14.0% | -113.1% | -98.2% |
| YTD | -99.5% | +8.0% | -107.5% | -98.9% |
| 1Y | -99.7% | +9.9% | -109.7% | -99.4% |
| 3Y | -100.0% | +90.2% | -190.1% | -99.7% |
| 5Y | -100.0% | -29.9% | -70.1% | -100.0% |
| 10Y | -100.0% | +329.1% | -429.1% | -100.0% |
| All | -100.0% | +350.7% | -450.7% | -100.0% |
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 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