+445.9%
ASX vs ARKK
+95.6%
+350.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.2% | +6.2% |
| 7D | +6.3% | +3.6% | +2.7% | +4.2% |
| 30D | +6.4% | +8.4% | -2.0% | +1.5% |
| 3M | +13.1% | +13.4% | -0.3% | +5.9% |
| 6M | +90.3% | +18.9% | +71.4% | +74.1% |
| YTD | +149.6% | +11.9% | +137.7% | +134.4% |
| 1Y | +249.2% | +13.1% | +236.1% | +224.9% |
| 3Y | +445.9% | +97.1% | +348.8% | +277.0% |
| All | +445.9% | +95.6% | +350.3% | +277.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling