+920.5%
ASX vs ARKK
+315.1%
+605.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.5% | -1.5% | -2.8% |
| 7D | +22.1% | +4.6% | +17.5% | +19.7% |
| 30D | -23.8% | -12.2% | -11.5% | -17.6% |
| 3M | -7.6% | -6.0% | -1.6% | -3.5% |
| 6M | +6.9% | -2.2% | +9.1% | +10.4% |
| YTD | +127.7% | -0.5% | +128.2% | +132.2% |
| 1Y | +144.5% | -6.0% | +150.5% | +155.5% |
| 3Y | +377.8% | +92.5% | +285.2% | +251.2% |
| 5Y | +498.2% | -34.4% | +532.6% | +558.5% |
| 10Y | +962.7% | +307.2% | +655.5% | +366.4% |
| All | +920.5% | +315.1% | +605.3% | +333.4% |
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