+127.8%
AAPL vs ARKK
-29.6%
+157.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.5% |
| 7D | +3.8% | -3.1% | +6.9% | +4.9% |
| 30D | +9.9% | +2.7% | +7.2% | +8.7% |
| 3M | +12.5% | +10.8% | +1.7% | +8.0% |
| 6M | +27.6% | +14.4% | +13.2% | +20.6% |
| YTD | +22.6% | +8.7% | +13.9% | +17.2% |
| 1Y | +45.0% | +6.7% | +38.2% | +38.5% |
| 3Y | +87.8% | +87.4% | +0.4% | +41.6% |
| All | +127.8% | -29.6% | +157.4% | +107.2% |
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 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