+1,582.8%
ASML vs ARKK
+317.7%
+1,265.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | 0.0% | +0.7% |
| 7D | +2.5% | -2.4% | +4.9% | +4.2% |
| 30D | -12.2% | -10.8% | -1.4% | -5.9% |
| 3M | -14.6% | -2.6% | -12.0% | -13.6% |
| 6M | -1.7% | -1.9% | +0.2% | -1.0% |
| YTD | +44.3% | +2.0% | +42.3% | +41.5% |
| 1Y | +51.0% | -4.4% | +55.4% | +53.2% |
| 3Y | +137.6% | +97.5% | +40.1% | +49.5% |
| 5Y | +92.7% | -32.0% | +124.7% | +116.3% |
| 10Y | +1,582.8% | +317.7% | +1,265.1% | +497.5% |
| All | +1,582.8% | +317.7% | +1,265.1% | +497.5% |
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