+331.8%
ARKK vs INFY
+80.1%
+251.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.8% | -0.2% |
| 7D | -3.1% | -5.4% | +2.3% | -0.2% |
| 30D | +2.7% | -9.9% | +12.6% | +8.4% |
| 3M | +10.8% | -4.6% | +15.3% | +11.0% |
| 6M | +14.4% | -18.5% | +32.8% | +24.4% |
| YTD | +8.7% | -36.5% | +45.2% | +35.3% |
| 1Y | +6.7% | -32.8% | +39.5% | +27.0% |
| 3Y | +87.4% | -32.2% | +119.6% | +118.1% |
| 5Y | -29.5% | -44.7% | +15.2% | -7.1% |
| All | +331.8% | +80.1% | +251.7% | +225.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 10y: compounded portfolio wealth divided by compounded INFY 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…
10y analysis · Full analysis span regression · 6 months rolling