+552.8%
AAOI vs ARKK
+353.6%
+199.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.4% |
| 7D | -0.2% | -3.1% | +2.9% | +2.9% |
| 30D | -23.7% | +2.7% | -26.4% | -26.0% |
| 3M | -39.0% | +10.8% | -49.8% | -43.1% |
| 6M | -17.0% | +14.4% | -31.4% | -25.0% |
| YTD | +202.2% | +8.7% | +193.6% | +184.8% |
| 1Y | +292.4% | +6.7% | +285.7% | +290.8% |
| 3Y | +804.4% | +87.4% | +717.0% | +549.1% |
| 5Y | +1,318.0% | -29.5% | +1,347.5% | +1,889.9% |
| 10Y | +436.7% | +331.8% | +104.9% | +40.3% |
| All | +552.8% | +353.6% | +199.2% | +61.5% |
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