+5.9%
ABT vs ARKK
+89.0%
-83.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.4% |
| 7D | -5.9% | -3.1% | -2.8% | -5.8% |
| 30D | -8.1% | +2.7% | -10.8% | -8.2% |
| 3M | +14.5% | +10.8% | +3.8% | +14.1% |
| 6M | -6.3% | +14.4% | -20.7% | -6.9% |
| YTD | -17.1% | +8.7% | -25.8% | -17.6% |
| 1Y | -21.4% | +6.7% | -28.1% | -21.9% |
| 3Y | +5.9% | +87.4% | -81.5% | +1.6% |
| All | +5.9% | +89.0% | -83.1% | +1.6% |
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 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