+292.4%
AAOI vs ARKK
+10.0%
+282.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.2% |
| 7D | -0.2% | -3.1% | +2.9% | +4.2% |
| 30D | -23.7% | +2.7% | -26.4% | -27.2% |
| 3M | -39.0% | +10.8% | -49.8% | -45.7% |
| 6M | -17.0% | +14.4% | -31.4% | -29.0% |
| YTD | +202.2% | +8.7% | +193.6% | +168.2% |
| 1Y | +292.4% | +6.7% | +285.7% | +302.6% |
| All | +292.4% | +10.0% | +282.4% | +302.6% |
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