-42.3%
ACN vs ARKK
+87.8%
-130.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.8% | +3.0% | +1.6% |
| 7D | -7.9% | -4.7% | -3.2% | -6.9% |
| 30D | -1.1% | +3.1% | -4.1% | -1.7% |
| 3M | +5.6% | +13.8% | -8.2% | +2.1% |
| 6M | -9.9% | +14.0% | -23.9% | -13.3% |
| YTD | -32.3% | +8.0% | -40.3% | -34.1% |
| 1Y | -25.3% | +9.9% | -35.2% | -27.9% |
| All | -42.3% | +87.8% | -130.2% | -53.3% |
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