-17.0%
AAOI vs ARKK
+14.3%
-31.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.2% |
| 7D | -0.2% | -3.1% | +2.9% | +4.0% |
| 30D | -23.7% | +2.7% | -26.4% | -27.0% |
| 3M | -39.0% | +10.8% | -49.8% | -45.8% |
| 6M | -17.0% | +14.4% | -31.4% | -26.2% |
| All | -17.0% | +14.3% | -31.3% | -26.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling