+467.1%
AXP vs ARKK
+337.1%
+130.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.4% | -0.7% |
| 7D | -2.5% | +1.4% | -3.9% | -3.0% |
| 30D | -5.0% | +5.1% | -10.2% | -7.0% |
| 3M | +1.4% | +12.7% | -11.4% | -3.6% |
| 6M | +6.0% | +13.8% | -7.8% | -0.1% |
| YTD | -12.3% | +9.9% | -22.2% | -16.5% |
| 1Y | +0.3% | +10.4% | -10.1% | -5.5% |
| 3Y | +111.7% | +93.6% | +18.1% | +56.5% |
| 5Y | +114.5% | -29.4% | +143.9% | +118.0% |
| 10Y | +467.1% | +336.9% | +130.2% | +102.8% |
| All | +467.1% | +337.1% | +130.0% | +102.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling