+86.1%
ARM vs ARKK
+15.4%
+70.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.1% | +5.0% | +4.9% |
| 7D | +5.5% | +1.9% | +3.5% | +3.4% |
| 30D | -8.2% | +13.2% | -21.4% | -19.7% |
| 3M | -35.9% | +7.7% | -43.6% | -40.2% |
| 6M | +103.1% | +15.1% | +88.1% | +78.5% |
| YTD | +130.6% | +12.1% | +118.5% | +104.4% |
| 1Y | +86.1% | +14.9% | +71.1% | +97.6% |
| All | +86.1% | +15.4% | +70.7% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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