+123.4%
ADI vs ARKK
+89.0%
+34.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.2% | +4.6% |
| 7D | +4.6% | -3.1% | +7.6% | +6.1% |
| 30D | -1.2% | +2.7% | -3.9% | -2.7% |
| 3M | -7.8% | +10.8% | -18.6% | -12.6% |
| 6M | +19.3% | +14.4% | +5.0% | +10.6% |
| YTD | +40.9% | +8.7% | +32.3% | +33.1% |
| 1Y | +54.5% | +6.7% | +47.8% | +45.9% |
| 3Y | +123.4% | +87.4% | +36.0% | +49.8% |
| All | +123.4% | +89.0% | +34.4% | +49.8% |
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 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