+8.2%
ASX vs ARKK
-0.1%
+8.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.8% | +4.8% | +4.4% |
| 7D | +0.8% | -2.4% | +3.2% | +5.3% |
| 30D | -20.4% | -10.8% | -9.6% | -7.9% |
| 3M | -2.1% | -2.6% | +0.5% | +2.3% |
| 6M | +8.2% | -1.9% | +10.2% | +12.3% |
| All | +8.2% | -0.1% | +8.4% | +12.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling