+5.0%
SYK vs ARKK
-30.0%
+35.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.2% | -1.6% |
| 7D | -12.3% | -4.7% | -7.6% | -11.5% |
| 30D | -22.4% | +3.1% | -25.5% | -23.0% |
| 3M | -12.3% | +13.8% | -26.1% | -15.0% |
| 6M | -24.3% | +14.0% | -38.3% | -27.0% |
| YTD | -22.8% | +8.0% | -30.7% | -24.9% |
| 1Y | -28.8% | +9.9% | -38.7% | -31.5% |
| 3Y | -4.0% | +90.2% | -94.1% | -21.4% |
| All | +5.0% | -30.0% | +35.1% | -2.0% |
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