+528.2%
ABBV vs ARKK
+367.1%
+161.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -3.0% |
| 7D | -4.3% | +3.6% | -7.9% | -4.8% |
| 30D | +1.1% | +8.4% | -7.3% | -0.1% |
| 3M | +12.3% | +13.4% | -1.1% | +9.9% |
| 6M | +9.8% | +18.9% | -9.1% | +6.3% |
| YTD | +11.5% | +11.9% | -0.5% | +8.6% |
| 1Y | +22.3% | +13.1% | +9.2% | +18.4% |
| 3Y | +85.2% | +97.1% | -11.9% | +58.2% |
| 5Y | +170.8% | -27.8% | +198.6% | +186.4% |
| 10Y | +485.4% | +338.5% | +147.0% | +142.4% |
| All | +528.2% | +367.1% | +161.1% | +152.8% |
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