+87.7%
ARM vs ARKK
+10.9%
+76.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +2.7% |
| 7D | +12.5% | +1.4% | +11.1% | +10.8% |
| 30D | -1.4% | +5.1% | -6.5% | -6.7% |
| 3M | -18.7% | +12.7% | -31.4% | -27.4% |
| 6M | +124.6% | +13.8% | +110.8% | +99.8% |
| YTD | +141.7% | +9.9% | +131.8% | +118.1% |
| 1Y | +87.7% | +10.4% | +77.3% | +96.6% |
| All | +87.7% | +10.9% | +76.8% | +96.6% |
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