+91.3%
ABBV vs ARKK
+89.0%
+2.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.8% |
| 7D | +0.3% | -3.1% | +3.3% | +0.3% |
| 30D | +3.4% | +2.7% | +0.6% | +3.3% |
| 3M | +15.2% | +10.8% | +4.4% | +14.8% |
| 6M | +14.7% | +14.4% | +0.3% | +14.0% |
| YTD | +15.2% | +8.7% | +6.5% | +14.7% |
| 1Y | +20.4% | +6.7% | +13.6% | +19.6% |
| 3Y | +91.3% | +87.4% | +3.9% | +77.2% |
| All | +91.3% | +89.0% | +2.3% | +77.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling