+1,082.3%
APH vs ARKK
+331.8%
+750.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.6% | +3.9% | +4.3% |
| 7D | +1.4% | -3.1% | +4.4% | +2.6% |
| 30D | -1.2% | +2.7% | -4.0% | -2.4% |
| 3M | +10.3% | +10.8% | -0.5% | +5.7% |
| 6M | +25.2% | +14.4% | +10.8% | +18.2% |
| YTD | +24.6% | +8.7% | +16.0% | +20.0% |
| 1Y | +41.4% | +6.7% | +34.7% | +36.6% |
| 3Y | +297.8% | +87.4% | +210.4% | +202.3% |
| 5Y | +366.0% | -29.5% | +395.5% | +383.5% |
| All | +1,082.3% | +331.8% | +750.5% | +420.0% |
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