+368.0%
ARKK vs TECH
+237.5%
+130.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +3.6% | +0.2% | +3.4% | +3.5% |
| 30D | +8.4% | +0.1% | +8.2% | +8.3% |
| 3M | +13.4% | +37.5% | -24.1% | -7.9% |
| 6M | +18.9% | +34.6% | -15.7% | -5.6% |
| YTD | +11.9% | +23.5% | -11.6% | -7.3% |
| 1Y | +13.1% | +34.4% | -21.3% | -12.6% |
| 3Y | +97.1% | +2.3% | +94.8% | +69.3% |
| 5Y | -27.8% | -41.7% | +13.9% | -8.0% |
| 10Y | +338.5% | +177.6% | +160.8% | +131.8% |
| All | +368.0% | +237.5% | +130.5% | +125.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling