+315.5%
ARM vs ARKK
+93.6%
+221.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +2.8% |
| 7D | +12.5% | +1.4% | +11.1% | +10.8% |
| 30D | -1.4% | +5.1% | -6.5% | -6.8% |
| 3M | -18.7% | +12.7% | -31.4% | -27.5% |
| 6M | +124.6% | +13.8% | +110.8% | +100.7% |
| YTD | +141.7% | +9.9% | +131.8% | +121.5% |
| 1Y | +87.7% | +10.4% | +77.3% | +68.5% |
| All | +315.5% | +93.6% | +221.9% | +116.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling