+696.9%
AVGO vs ARKK
-29.6%
+726.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | 0.0% |
| 7D | +1.1% | -3.1% | +4.2% | +2.6% |
| 30D | -13.0% | +2.7% | -15.7% | -14.4% |
| 3M | -6.0% | +10.8% | -16.7% | -10.6% |
| 6M | +6.4% | +14.4% | -8.0% | -0.6% |
| YTD | +5.0% | +8.7% | -3.7% | 0.0% |
| 1Y | +1.4% | +6.7% | -5.3% | -2.8% |
| 3Y | +336.8% | +87.4% | +249.4% | +224.8% |
| All | +696.9% | -29.6% | +726.5% | +655.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling