+276.5%
ADP vs ARKK
+331.8%
-55.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | -3.4% | -3.1% | -0.3% | -2.6% |
| 30D | -0.4% | +2.7% | -3.1% | -1.2% |
| 3M | +19.7% | +10.8% | +9.0% | +16.0% |
| 6M | +27.9% | +14.4% | +13.6% | +22.1% |
| YTD | +5.9% | +8.7% | -2.7% | +2.2% |
| 1Y | -7.5% | +6.7% | -14.2% | -11.0% |
| 3Y | +15.4% | +87.4% | -72.0% | -8.9% |
| 5Y | +48.4% | -29.5% | +77.9% | +51.2% |
| All | +276.5% | +331.8% | -55.3% | +79.1% |
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