+47.9%
ADP vs ARKK
-31.2%
+79.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.1% |
| 7D | -5.7% | -4.7% | -1.0% | -5.0% |
| 30D | -1.4% | +3.1% | -4.4% | -2.0% |
| 3M | +16.6% | +13.8% | +2.8% | +13.5% |
| 6M | +24.9% | +14.0% | +11.0% | +21.0% |
| YTD | +5.6% | +8.0% | -2.4% | +3.1% |
| 1Y | -6.0% | +9.9% | -16.0% | -9.0% |
| 3Y | +14.5% | +90.2% | -75.7% | -3.9% |
| 5Y | +47.9% | -29.9% | +77.8% | +35.6% |
| All | +47.9% | -31.2% | +79.0% | +35.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling