-32.7%
APP vs ARKK
-7.6%
-25.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.2% | -0.9% |
| 7D | +10.6% | +4.6% | +6.0% | +7.3% |
| 30D | +44.6% | -12.2% | +56.8% | +59.1% |
| 3M | +29.6% | -6.0% | +35.6% | +30.9% |
| 6M | -19.8% | -2.2% | -17.6% | -22.7% |
| YTD | -41.6% | -0.5% | -41.0% | -46.3% |
| 1Y | -32.7% | -6.0% | -26.7% | -34.5% |
| All | -32.7% | -7.6% | -25.1% | -34.5% |
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