+506.6%
APP vs ARKK
-38.2%
+544.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.2% | -1.4% |
| 7D | +61.1% | -4.0% | +65.1% | +63.4% |
| 30D | +42.8% | -14.0% | +56.7% | +60.2% |
| 3M | +16.7% | -4.2% | +20.8% | +16.8% |
| 6M | -15.6% | -2.6% | -13.0% | -16.9% |
| YTD | -41.3% | +0.2% | -41.5% | -42.9% |
| 1Y | -39.3% | -6.9% | -32.3% | -36.7% |
| 3Y | +803.2% | +94.1% | +709.1% | +364.0% |
| 5Y | +313.2% | -32.7% | +345.9% | +418.0% |
| All | +506.6% | -38.2% | +544.8% | +602.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling