-29.9%
ARKK vs TECH
-42.4%
+12.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.6% |
| 7D | -4.7% | -0.5% | -4.2% | -4.4% |
| 30D | +3.1% | 0.0% | +3.0% | +3.1% |
| 3M | +13.8% | +37.4% | -23.7% | -6.7% |
| 6M | +14.0% | +36.9% | -22.9% | -9.7% |
| YTD | +8.0% | +23.1% | -15.1% | -9.5% |
| 1Y | +9.9% | +42.2% | -32.3% | -17.6% |
| 3Y | +90.2% | +1.9% | +88.2% | +64.4% |
| 5Y | -29.9% | -42.9% | +13.0% | -4.9% |
| All | -29.9% | -42.4% | +12.5% | -4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling