+290.1%
APH vs ARKK
+95.6%
+194.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.1% | -1.2% |
| 7D | +0.2% | +3.6% | -3.4% | -1.4% |
| 30D | -3.3% | +8.4% | -11.7% | -7.1% |
| 3M | +14.0% | +13.4% | +0.6% | +7.1% |
| 6M | +24.4% | +18.9% | +5.5% | +13.8% |
| YTD | +21.4% | +11.9% | +9.5% | +14.0% |
| 1Y | +48.9% | +13.1% | +35.9% | +38.3% |
| 3Y | +290.1% | +97.1% | +193.0% | +185.4% |
| All | +290.1% | +95.6% | +194.5% | +185.4% |
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 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