+1,761.8%
ASML vs ARKK
+338.6%
+1,423.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.2% | +3.1% | +3.0% |
| 7D | +6.0% | +3.6% | +2.4% | +3.7% |
| 30D | +1.4% | +8.4% | -7.0% | -3.7% |
| 3M | +1.0% | +13.4% | -12.4% | -6.5% |
| 6M | +37.0% | +18.9% | +18.1% | +23.2% |
| YTD | +65.8% | +11.9% | +53.8% | +53.9% |
| 1Y | +123.1% | +13.1% | +110.0% | +104.4% |
| 3Y | +188.2% | +97.1% | +91.1% | +80.7% |
| 5Y | +115.6% | -27.8% | +143.4% | +133.3% |
| 10Y | +1,761.8% | +338.5% | +1,423.4% | +511.2% |
| All | +1,761.8% | +338.6% | +1,423.2% | +511.2% |
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