+384.5%
ALAB vs ARKK
+74.6%
+309.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.8% | +5.8% | +6.0% |
| 7D | +9.6% | +1.4% | +8.2% | +7.6% |
| 30D | -5.3% | +5.1% | -10.4% | -11.3% |
| 3M | -12.0% | +12.7% | -24.8% | -22.2% |
| 6M | +145.7% | +13.8% | +131.9% | +114.1% |
| YTD | +80.7% | +9.9% | +70.7% | +64.6% |
| 1Y | +40.1% | +10.4% | +29.7% | +28.0% |
| All | +384.5% | +74.6% | +309.9% | +168.4% |
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