+529.2%
ASX vs ARKK
-32.6%
+561.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.8% | +4.8% | +5.7% |
| 7D | +0.8% | -2.4% | +3.2% | +2.9% |
| 30D | -20.4% | -10.8% | -9.6% | -14.8% |
| 3M | -2.1% | -2.6% | +0.5% | +0.5% |
| 6M | +8.2% | -1.9% | +10.2% | +11.5% |
| YTD | +137.3% | +2.0% | +135.3% | +139.2% |
| 1Y | +155.0% | -4.4% | +159.4% | +163.9% |
| 3Y | +397.9% | +97.5% | +300.4% | +273.1% |
| 5Y | +529.2% | -32.0% | +561.3% | +465.9% |
| All | +529.2% | -32.6% | +561.8% | +465.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling