+336.8%
AVGO vs ARKK
+89.0%
+247.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | -0.1% |
| 7D | +1.1% | -3.1% | +4.2% | +3.0% |
| 30D | -13.0% | +2.7% | -15.7% | -14.8% |
| 3M | -6.0% | +10.8% | -16.7% | -12.2% |
| 6M | +6.4% | +14.4% | -8.0% | -3.1% |
| YTD | +5.0% | +8.7% | -3.7% | -2.0% |
| 1Y | +1.4% | +6.7% | -5.3% | -4.9% |
| 3Y | +336.8% | +87.4% | +249.4% | +195.4% |
| All | +336.8% | +89.0% | +247.8% | +195.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling