-55.4%
APP vs ARKK
-5.7%
-49.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.1% | +10.6% | +10.6% |
| 7D | +4.5% | -6.7% | +11.2% | +11.9% |
| 30D | -3.6% | -13.4% | +9.8% | +10.4% |
| 3M | -35.3% | +4.7% | -40.0% | -39.7% |
| 6M | -42.8% | +2.7% | -45.5% | -46.2% |
| YTD | -59.7% | +4.5% | -64.2% | -63.4% |
| 1Y | -55.4% | -3.7% | -51.6% | -56.5% |
| All | -55.4% | -5.7% | -49.7% | -56.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling