+358.8%
APP vs ARKK
-29.5%
+388.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.5% |
| 7D | +0.1% | +3.6% | -3.5% | -3.4% |
| 30D | -10.0% | +8.4% | -18.4% | -17.4% |
| 3M | -44.6% | +13.4% | -58.1% | -51.1% |
| 6M | -37.9% | +18.9% | -56.8% | -47.8% |
| YTD | -53.7% | +11.9% | -65.6% | -58.2% |
| 1Y | -43.0% | +13.1% | -56.0% | -50.1% |
| 3Y | +640.8% | +97.1% | +543.7% | +280.7% |
| 5Y | +358.8% | -27.8% | +386.6% | +482.5% |
| All | +358.8% | -29.5% | +388.3% | +482.5% |
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