+45.2%
ASML vs ARKK
-7.6%
+52.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -0.7% |
| 7D | +10.4% | +4.6% | +5.8% | +7.2% |
| 30D | -12.7% | -12.2% | -0.5% | -4.9% |
| 3M | -17.2% | -6.0% | -11.2% | -14.3% |
| 6M | -1.3% | -2.2% | +0.9% | -0.9% |
| YTD | +40.8% | -0.5% | +41.3% | +38.8% |
| 1Y | +45.2% | -6.0% | +51.2% | +47.0% |
| All | +45.2% | -7.6% | +52.8% | +47.0% |
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