+743.4%
AXTI vs ARKK
-29.6%
+773.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.3% |
| 7D | +5.1% | -3.1% | +8.1% | +7.4% |
| 30D | -17.5% | +2.7% | -20.2% | -19.0% |
| 3M | -26.7% | +10.8% | -37.4% | -30.2% |
| 6M | +36.8% | +14.4% | +22.4% | +27.3% |
| YTD | +296.1% | +8.7% | +287.5% | +280.0% |
| 1Y | +1,810.6% | +6.7% | +1,803.9% | +1,777.4% |
| 3Y | +2,587.6% | +87.4% | +2,500.2% | +1,816.4% |
| All | +743.4% | -29.6% | +773.0% | +963.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling