+1,226.4%
AAPL vs ARKK
+358.9%
+867.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.5% |
| 7D | -3.0% | +1.4% | -4.4% | -3.6% |
| 30D | +2.3% | +5.1% | -2.8% | -0.2% |
| 3M | +8.6% | +12.7% | -4.1% | +2.4% |
| 6M | +21.6% | +13.8% | +7.7% | +13.2% |
| YTD | +16.3% | +9.9% | +6.4% | +9.2% |
| 1Y | +35.1% | +10.4% | +24.7% | +25.3% |
| 3Y | +79.4% | +93.6% | -14.2% | +22.6% |
| 5Y | +109.8% | -29.4% | +139.2% | +117.0% |
| 10Y | +1,237.1% | +336.9% | +900.2% | +353.9% |
| All | +1,226.4% | +358.9% | +867.5% | +337.9% |
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