+565.7%
AMZN vs ARKK
+331.8%
+233.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.6% |
| 7D | -0.7% | -3.1% | +2.4% | +0.9% |
| 30D | -3.9% | +2.7% | -6.6% | -5.6% |
| 3M | +6.3% | +10.8% | -4.4% | +0.1% |
| 6M | +20.8% | +14.4% | +6.4% | +11.2% |
| YTD | +11.2% | +8.7% | +2.6% | +4.4% |
| 1Y | +11.7% | +6.7% | +4.9% | +5.2% |
| 3Y | +79.4% | +87.4% | -8.0% | +20.5% |
| 5Y | +48.0% | -29.5% | +77.5% | +51.8% |
| All | +565.7% | +331.8% | +233.9% | +127.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling