+331.8%
ARKK vs TECH
+189.9%
+141.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | -3.1% | -0.4% | -2.6% | -2.8% |
| 30D | +2.7% | 0.0% | +2.8% | +2.8% |
| 3M | +10.8% | +33.7% | -22.9% | -9.1% |
| 6M | +14.4% | +34.9% | -20.5% | -10.2% |
| YTD | +8.7% | +23.2% | -14.5% | -10.5% |
| 1Y | +6.7% | +36.3% | -29.6% | -19.1% |
| 3Y | +87.4% | +2.3% | +85.1% | +59.3% |
| 5Y | -29.5% | -42.9% | +13.4% | -7.0% |
| All | +331.8% | +189.9% | +141.9% | +96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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