+50.6%
ADP vs ARKK
-4.1%
+54.7%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.6% | +0.3% |
| 7D | +2.2% | -0.6% | +2.8% | +2.1% |
| 30D | +10.6% | -11.2% | +21.8% | +8.6% |
| 3M | +12.9% | -9.2% | +22.1% | +11.4% |
| 6M | +50.6% | -3.9% | +54.6% | +51.7% |
| All | +50.6% | -4.1% | +54.7% | +51.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling