-6.7%
AXP vs ARKK
-5.7%
-1.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | +4.6% | -6.7% | +11.3% | +6.6% |
| 30D | +9.7% | -13.4% | +23.1% | +14.1% |
| 3M | -3.8% | +4.7% | -8.5% | -6.1% |
| 6M | +4.8% | +2.7% | +2.1% | +2.4% |
| YTD | -9.1% | +4.5% | -13.6% | -11.7% |
| 1Y | -6.7% | -3.7% | -3.0% | -7.0% |
| All | -6.7% | -5.7% | -1.0% | -7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling