-16.5%
ABT vs ARKK
+15.4%
-32.0%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.6% | -0.5% |
| 7D | -3.7% | +1.9% | -5.6% | -3.6% |
| 30D | +2.5% | +13.2% | -10.7% | +2.8% |
| 3M | +20.2% | +7.7% | +12.5% | +20.6% |
| 6M | -2.9% | +15.1% | -18.0% | -3.3% |
| YTD | -11.9% | +12.1% | -24.0% | -12.7% |
| 1Y | -16.5% | +14.9% | -31.5% | -20.9% |
| All | -16.5% | +15.4% | -32.0% | -20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling