+963.5%
ASX vs ARKK
+325.8%
+637.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.8% | +4.8% | +5.7% |
| 7D | +0.8% | -2.4% | +3.2% | +3.0% |
| 30D | -20.4% | -10.8% | -9.6% | -14.7% |
| 3M | -2.1% | -2.6% | +0.5% | +0.4% |
| 6M | +8.2% | -1.9% | +10.2% | +11.5% |
| YTD | +137.3% | +2.0% | +135.3% | +138.9% |
| 1Y | +155.0% | -4.4% | +159.4% | +164.1% |
| 3Y | +397.9% | +97.5% | +300.4% | +261.4% |
| 5Y | +529.2% | -32.0% | +561.3% | +580.7% |
| 10Y | +1,007.5% | +317.7% | +689.8% | +379.9% |
| All | +963.5% | +325.8% | +637.7% | +346.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling