+1,502.1%
ASML vs ARKK
+309.5%
+1,192.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +3.2% | +1.9% | +3.2% |
| 7D | -9.0% | -6.6% | -2.5% | -5.2% |
| 30D | -21.0% | -14.5% | -6.4% | -13.2% |
| 3M | -16.3% | -0.4% | -15.9% | -16.5% |
| 6M | -7.5% | -5.2% | -2.3% | -5.0% |
| YTD | +34.0% | -1.9% | +35.9% | +34.3% |
| 1Y | +39.3% | -6.7% | +46.0% | +43.4% |
| 3Y | +128.9% | +89.7% | +39.1% | +47.4% |
| 5Y | +76.1% | -37.3% | +113.4% | +105.9% |
| 10Y | +1,428.4% | +324.8% | +1,103.6% | +389.1% |
| All | +1,502.1% | +309.5% | +1,192.6% | +414.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling