+407.0%
AXP vs ARKK
+293.0%
+114.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.5% |
| 7D | -0.1% | -0.6% | +0.5% | 0.0% |
| 30D | +4.4% | -11.2% | +15.7% | +8.6% |
| 3M | -6.4% | -9.2% | +2.8% | -4.0% |
| 6M | +4.2% | -3.9% | +8.1% | +4.1% |
| YTD | -12.4% | -2.5% | -9.9% | -13.4% |
| 1Y | -11.1% | -2.7% | -8.4% | -12.2% |
| 3Y | +114.9% | +87.9% | +27.0% | +60.2% |
| 5Y | +87.4% | -35.7% | +123.1% | +96.1% |
| All | +407.0% | +293.0% | +114.0% | +100.0% |
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 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