+5,533.9%
AVGO vs ARKK
+358.9%
+5,175.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.6% | -0.2% |
| 7D | -0.8% | +1.4% | -2.2% | -1.7% |
| 30D | -13.7% | +5.1% | -18.9% | -16.4% |
| 3M | -6.9% | +12.7% | -19.7% | -13.2% |
| 6M | +5.8% | +13.8% | -8.0% | -2.3% |
| YTD | +5.7% | +9.9% | -4.3% | -1.0% |
| 1Y | +9.0% | +10.4% | -1.4% | +1.4% |
| 3Y | +340.5% | +93.6% | +246.9% | +196.1% |
| 5Y | +711.1% | -29.4% | +740.4% | +788.9% |
| 10Y | +2,856.4% | +336.9% | +2,519.5% | +664.4% |
| All | +5,533.9% | +358.9% | +5,175.0% | +1,325.1% |
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