+835.8%
ADI vs ARKK
+358.9%
+476.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +1.4% |
| 7D | +2.6% | +1.4% | +1.2% | +1.8% |
| 30D | -4.6% | +5.1% | -9.7% | -7.2% |
| 3M | -9.5% | +12.7% | -22.2% | -15.0% |
| 6M | +14.8% | +13.8% | +1.0% | +6.5% |
| YTD | +35.8% | +9.9% | +25.9% | +27.2% |
| 1Y | +48.9% | +10.4% | +38.5% | +38.1% |
| 3Y | +115.6% | +93.6% | +22.0% | +44.9% |
| 5Y | +135.1% | -29.4% | +164.5% | +149.4% |
| 10Y | +636.4% | +336.9% | +299.6% | +122.8% |
| All | +835.8% | +358.9% | +476.9% | +175.8% |
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 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