+352.5%
AAOI vs ARKK
+15.4%
+337.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.1% | +6.2% | +6.5% |
| 7D | -0.7% | +1.9% | -2.6% | -3.6% |
| 30D | -17.9% | +13.2% | -31.1% | -31.1% |
| 3M | -48.0% | +7.7% | -55.7% | -52.0% |
| 6M | +5.8% | +15.1% | -9.2% | -9.2% |
| YTD | +202.7% | +12.1% | +190.6% | +159.5% |
| 1Y | +352.5% | +14.9% | +337.6% | +491.0% |
| All | +352.5% | +15.4% | +337.1% | +491.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling