+985.8%
ASX vs ARKK
+293.0%
+692.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | -0.1% | -1.1% |
| 7D | +12.4% | -0.6% | +13.0% | +12.9% |
| 30D | -19.8% | -11.2% | -8.6% | -13.8% |
| 3M | -10.3% | -9.2% | -1.1% | -4.8% |
| 6M | +1.2% | -3.9% | +5.2% | +5.5% |
| YTD | +123.0% | -2.5% | +125.5% | +129.7% |
| 1Y | +145.4% | -2.7% | +148.2% | +152.8% |
| 3Y | +368.6% | +87.9% | +280.7% | +249.2% |
| 5Y | +486.0% | -35.7% | +521.7% | +552.5% |
| All | +985.8% | +293.0% | +692.7% | +455.8% |
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 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