+479.4%
ASX vs ARKK
-29.1%
+508.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.8% | +5.3% | +4.3% |
| 7D | +11.1% | +1.4% | +9.7% | +10.3% |
| 30D | +9.6% | +5.1% | +4.5% | +6.9% |
| 3M | +18.6% | +12.7% | +5.9% | +12.7% |
| 6M | +92.1% | +13.8% | +78.3% | +82.0% |
| YTD | +158.5% | +9.9% | +148.5% | +147.7% |
| 1Y | +271.9% | +10.4% | +261.5% | +254.7% |
| 3Y | +465.2% | +93.6% | +371.7% | +314.4% |
| 5Y | +479.4% | -29.4% | +508.8% | +466.3% |
| All | +479.4% | -29.1% | +508.5% | +466.3% |
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