+228.9%
ARM vs ARKK
+85.5%
+143.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.2% | +1.6% | +1.5% |
| 7D | -15.2% | -6.6% | -8.7% | -8.6% |
| 30D | -40.7% | -14.5% | -26.1% | -29.6% |
| 3M | -39.1% | -0.4% | -38.7% | -38.8% |
| 6M | -26.4% | -5.2% | -21.2% | -20.2% |
| YTD | +59.7% | -1.9% | +61.6% | +66.2% |
| 1Y | +10.3% | -6.7% | +17.1% | +20.4% |
| 3Y | +228.9% | +89.7% | +139.1% | +66.6% |
| All | +228.9% | +85.5% | +143.4% | +66.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling