+288.5%
APH vs ARKK
+94.1%
+194.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.7% | +3.5% | +5.9% |
| 7D | +1.1% | 0.0% | +1.1% | +1.3% |
| 30D | -7.5% | -11.9% | +4.4% | -1.4% |
| 3M | -4.4% | -0.6% | -3.9% | -4.3% |
| 6M | +26.5% | -0.2% | +26.6% | +26.1% |
| YTD | +20.0% | +2.7% | +17.4% | +17.4% |
| 1Y | +16.9% | -2.2% | +19.1% | +16.8% |
| 3Y | +288.5% | +102.0% | +186.5% | +188.6% |
| All | +288.5% | +94.1% | +194.4% | +188.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling