+129.1%
ASML vs ARKK
+15.4%
+113.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.2% | +4.8% |
| 7D | +1.1% | +1.9% | -0.8% | -0.2% |
| 30D | +2.2% | +13.2% | -11.0% | -5.9% |
| 3M | -2.3% | +7.7% | -10.0% | -7.2% |
| 6M | +23.0% | +15.1% | +7.9% | +11.5% |
| YTD | +61.1% | +12.1% | +49.0% | +47.9% |
| 1Y | +129.1% | +14.9% | +114.2% | +106.8% |
| All | +129.1% | +15.4% | +113.7% | +106.8% |
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