+504.9%
ABBV vs ARKK
+331.8%
+173.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.8% |
| 7D | +0.3% | -3.1% | +3.3% | +0.6% |
| 30D | +3.4% | +2.7% | +0.6% | +2.9% |
| 3M | +15.2% | +10.8% | +4.4% | +13.4% |
| 6M | +14.7% | +14.4% | +0.3% | +12.0% |
| YTD | +15.2% | +8.7% | +6.5% | +13.1% |
| 1Y | +20.4% | +6.7% | +13.6% | +18.0% |
| 3Y | +91.3% | +87.4% | +3.9% | +68.1% |
| 5Y | +189.6% | -29.5% | +219.0% | +207.7% |
| All | +504.9% | +331.8% | +173.1% | +174.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling