+340.7%
ADP vs ARKK
+367.9%
-27.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.8% |
| 7D | -3.4% | +1.9% | -5.4% | -3.9% |
| 30D | +2.8% | +13.2% | -10.4% | -0.5% |
| 3M | +20.9% | +7.7% | +13.3% | +17.8% |
| 6M | +29.9% | +15.1% | +14.8% | +23.6% |
| YTD | +9.6% | +12.1% | -2.4% | +4.8% |
| 1Y | -5.3% | +14.9% | -20.2% | -10.7% |
| 3Y | +16.5% | +99.3% | -82.8% | -10.1% |
| 5Y | +49.4% | -29.9% | +79.3% | +52.6% |
| 10Y | +282.2% | +351.6% | -69.4% | +63.5% |
| All | +340.7% | +367.9% | -27.2% | +83.5% |
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