+953.3%
ASX vs ARKK
+331.8%
+621.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.3% |
| 7D | +5.2% | -3.1% | +8.3% | +6.7% |
| 30D | +0.5% | +2.7% | -2.2% | -1.0% |
| 3M | +8.3% | +10.8% | -2.4% | +3.6% |
| 6M | +82.0% | +14.4% | +67.7% | +71.9% |
| YTD | +147.6% | +8.7% | +139.0% | +138.3% |
| 1Y | +258.8% | +6.7% | +252.1% | +247.2% |
| 3Y | +452.1% | +87.4% | +364.7% | +302.2% |
| 5Y | +441.7% | -29.5% | +471.2% | +467.1% |
| All | +953.3% | +331.8% | +621.5% | +410.7% |
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