+459.6%
APLD vs ARKK
+43.1%
+416.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.8% | -2.4% | -2.2% |
| 7D | +9.0% | +1.4% | +7.5% | +7.3% |
| 30D | -6.6% | +5.1% | -11.7% | -11.8% |
| 3M | -35.2% | +12.7% | -48.0% | -42.5% |
| 6M | +0.4% | +13.8% | -13.4% | -10.2% |
| YTD | +10.7% | +9.9% | +0.8% | +4.9% |
| 1Y | +78.6% | +10.4% | +68.1% | +70.1% |
| 3Y | +423.9% | +93.6% | +330.3% | +218.0% |
| All | +459.6% | +43.1% | +416.5% | +239.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling