+395.1%
ADP vs ARKK
+306.9%
+88.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.6% | +1.1% |
| 7D | +2.2% | -0.6% | +2.8% | +2.2% |
| 30D | +10.6% | -11.2% | +21.8% | +13.2% |
| 3M | +12.9% | -9.2% | +22.1% | +14.6% |
| 6M | +50.6% | -3.9% | +54.6% | +49.6% |
| YTD | +23.2% | -2.5% | +25.7% | +21.0% |
| 1Y | +25.3% | -2.7% | +28.0% | +22.8% |
| 3Y | +47.1% | +87.9% | -40.8% | +14.1% |
| 5Y | +50.1% | -35.7% | +85.7% | +54.8% |
| 10Y | +323.6% | +299.2% | +24.4% | +85.3% |
| All | +395.1% | +306.9% | +88.1% | +111.7% |
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 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