+1,302.1%
APH vs ARKK
+325.8%
+976.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.5% |
| 7D | +0.4% | -2.4% | +2.7% | +1.5% |
| 30D | -8.0% | -10.8% | +2.9% | -3.4% |
| 3M | -5.0% | -2.6% | -2.4% | -4.0% |
| 6M | +29.9% | -1.9% | +31.9% | +30.7% |
| YTD | +18.0% | +2.0% | +16.0% | +16.6% |
| 1Y | +11.3% | -4.4% | +15.7% | +12.8% |
| 3Y | +274.9% | +97.5% | +177.4% | +180.0% |
| 5Y | +300.6% | -32.0% | +332.6% | +322.8% |
| 10Y | +944.2% | +317.7% | +626.5% | +318.5% |
| All | +1,302.1% | +325.8% | +976.3% | +439.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling