+17.6%
ABNB vs ARKK
-26.7%
+44.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.2% |
| 7D | -6.5% | -3.1% | -3.4% | -4.8% |
| 30D | -5.5% | +2.7% | -8.2% | -7.4% |
| 3M | +30.0% | +10.8% | +19.3% | +21.6% |
| 6M | +27.6% | +14.4% | +13.2% | +16.2% |
| YTD | +25.4% | +8.7% | +16.7% | +17.0% |
| 1Y | +38.3% | +6.7% | +31.6% | +28.3% |
| 3Y | +15.5% | +87.4% | -71.9% | -28.5% |
| 5Y | +3.0% | -29.5% | +32.5% | +4.3% |
| All | +17.6% | -26.7% | +44.3% | +15.6% |
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