+1,361.2%
APH vs ARKK
+367.9%
+993.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +1.9% | +1.3% |
| 7D | +5.0% | +1.9% | +3.0% | +4.1% |
| 30D | -3.9% | +13.2% | -17.1% | -8.7% |
| 3M | +13.0% | +7.7% | +5.3% | +9.4% |
| 6M | +25.2% | +15.1% | +10.1% | +17.7% |
| YTD | +22.9% | +12.1% | +10.8% | +16.9% |
| 1Y | +47.8% | +14.9% | +32.9% | +38.6% |
| 3Y | +283.0% | +99.3% | +183.7% | +182.7% |
| 5Y | +349.7% | -29.9% | +379.6% | +368.3% |
| 10Y | +1,061.2% | +351.6% | +709.6% | +350.1% |
| All | +1,361.2% | +367.9% | +993.3% | +440.3% |
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