+311.3%
ARM vs ARKK
+97.1%
+214.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.9% | +3.9% |
| 7D | +11.4% | +3.6% | +7.8% | +7.4% |
| 30D | -7.4% | +8.4% | -15.8% | -15.2% |
| 3M | -24.5% | +13.4% | -37.9% | -33.0% |
| 6M | +128.7% | +18.9% | +109.8% | +96.0% |
| YTD | +139.3% | +11.9% | +127.3% | +115.4% |
| 1Y | +88.0% | +13.1% | +74.9% | +64.9% |
| All | +311.3% | +97.1% | +214.2% | +110.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling