+954.8%
ASX vs ARKK
+367.9%
+586.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.7% |
| 7D | -0.7% | +1.9% | -2.6% | -1.7% |
| 30D | +2.0% | +13.2% | -11.2% | -4.0% |
| 3M | -1.3% | +7.7% | -9.0% | -4.1% |
| 6M | +71.4% | +15.1% | +56.4% | +61.4% |
| YTD | +135.3% | +12.1% | +123.2% | +123.3% |
| 1Y | +267.5% | +14.9% | +252.6% | +243.6% |
| 3Y | +388.5% | +99.3% | +289.2% | +245.2% |
| 5Y | +417.1% | -29.9% | +447.0% | +443.3% |
| 10Y | +872.7% | +351.6% | +521.1% | +299.4% |
| All | +954.8% | +367.9% | +586.9% | +316.7% |
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