+203.2%
ABT vs ARKK
+358.9%
-155.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.1% |
| 7D | -4.7% | +1.4% | -6.1% | -5.1% |
| 30D | -3.1% | +5.1% | -8.2% | -4.4% |
| 3M | +16.1% | +12.7% | +3.4% | +12.3% |
| 6M | -5.3% | +13.8% | -19.2% | -9.1% |
| YTD | -14.4% | +9.9% | -24.4% | -17.5% |
| 1Y | -18.4% | +10.4% | -28.8% | -22.0% |
| 3Y | +11.2% | +93.6% | -82.4% | -12.5% |
| 5Y | -9.4% | -29.4% | +20.0% | -6.5% |
| 10Y | +209.7% | +336.9% | -127.1% | +21.7% |
| All | +203.2% | +358.9% | -155.7% | +12.2% |
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 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