+54.5%
ADI vs ARKK
+10.0%
+44.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.2% | +4.6% |
| 7D | +4.6% | -3.1% | +7.6% | +5.7% |
| 30D | -1.2% | +2.7% | -3.9% | -2.3% |
| 3M | -7.8% | +10.8% | -18.6% | -11.4% |
| 6M | +19.3% | +14.4% | +5.0% | +12.7% |
| YTD | +40.9% | +8.7% | +32.3% | +35.5% |
| 1Y | +54.5% | +6.7% | +47.8% | +51.3% |
| All | +54.5% | +10.0% | +44.5% | +51.3% |
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 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