+5.8%
AVGO vs ARKK
+18.5%
-12.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.6% | -0.1% |
| 7D | -0.8% | +1.4% | -2.2% | -1.7% |
| 30D | -13.7% | +5.1% | -18.9% | -16.6% |
| 3M | -6.9% | +12.7% | -19.7% | -14.1% |
| 6M | +5.8% | +13.8% | -8.0% | -4.0% |
| All | +5.8% | +18.5% | -12.8% | -4.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling