+635.9%
APP vs ARKK
+94.7%
+541.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.5% |
| 7D | +0.1% | +3.6% | -3.5% | -3.3% |
| 30D | -10.0% | +8.4% | -18.4% | -17.1% |
| 3M | -44.6% | +13.4% | -58.1% | -50.9% |
| 6M | -37.9% | +18.9% | -56.8% | -47.6% |
| YTD | -53.7% | +11.9% | -65.6% | -58.1% |
| 1Y | -43.0% | +13.1% | -56.0% | -50.2% |
| All | +635.9% | +94.7% | +541.2% | +342.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling