+6.7%
ARKK vs UPST
-59.3%
+66.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.3% | -0.1% |
| 7D | -3.1% | -8.8% | +5.7% | +0.2% |
| 30D | +2.7% | -12.1% | +14.8% | +7.5% |
| 3M | +10.8% | -19.5% | +30.3% | +19.2% |
| 6M | +14.4% | -6.8% | +21.2% | +15.8% |
| YTD | +8.7% | -41.5% | +50.1% | +25.3% |
| 1Y | +6.7% | -58.9% | +65.6% | +32.1% |
| All | +6.7% | -59.3% | +66.1% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 1y: compounded portfolio wealth divided by compounded UPST 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…
1y analysis · Full analysis span regression · 6 months rolling