+93.1%
ACN vs ARKK
+331.8%
-238.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.6% | +2.7% | +3.2% |
| 7D | -1.5% | -3.1% | +1.6% | -0.6% |
| 30D | +2.1% | +2.7% | -0.6% | +1.2% |
| 3M | +11.1% | +10.8% | +0.3% | +6.6% |
| 6M | -6.8% | +14.4% | -21.2% | -12.0% |
| YTD | -30.0% | +8.7% | -38.7% | -33.0% |
| 1Y | -23.1% | +6.7% | -29.9% | -26.4% |
| 3Y | -40.4% | +87.4% | -127.8% | -54.9% |
| 5Y | -41.6% | -29.5% | -12.1% | -40.8% |
| All | +93.1% | +331.8% | -238.7% | -14.8% |
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 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