+249.5%
APLD vs ARKK
+29.5%
+220.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.5% | -2.8% | -2.6% |
| 7D | +19.6% | +4.6% | +15.0% | +14.4% |
| 30D | -24.5% | -12.2% | -12.2% | -10.4% |
| 3M | -45.6% | -6.0% | -39.6% | -40.3% |
| 6M | -61.4% | -2.2% | -59.2% | -58.6% |
| YTD | -30.9% | -0.5% | -30.3% | -24.8% |
| 1Y | -35.8% | -6.0% | -29.8% | -24.7% |
| 3Y | +261.4% | +92.5% | +168.9% | +132.5% |
| All | +249.5% | +29.5% | +220.0% | +143.5% |
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