+144.5%
ASX vs ARKK
-7.6%
+152.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.5% | -1.5% | -1.8% |
| 7D | +22.1% | +4.6% | +17.5% | +17.6% |
| 30D | -23.8% | -12.2% | -11.5% | -13.3% |
| 3M | -7.6% | -6.0% | -1.6% | -0.5% |
| 6M | +6.9% | -2.2% | +9.1% | +12.3% |
| YTD | +127.7% | -0.5% | +128.2% | +136.8% |
| 1Y | +144.5% | -6.0% | +150.5% | +162.2% |
| All | +144.5% | -7.6% | +152.1% | +162.2% |
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 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