-46.2%
APP vs ARKK
+9.3%
-55.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.5% | -0.7% |
| 7D | -4.4% | +1.4% | -5.8% | -5.7% |
| 30D | -10.0% | +5.1% | -15.1% | -14.7% |
| 3M | -41.4% | +12.7% | -54.2% | -47.5% |
| 6M | -41.0% | +13.8% | -54.8% | -48.3% |
| YTD | -54.7% | +9.9% | -64.7% | -59.7% |
| All | -46.2% | +9.3% | -55.5% | -45.2% |
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