+2,644.5%
AXTI vs ARKK
+353.6%
+2,290.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.3% |
| 7D | +5.1% | -3.1% | +8.1% | +7.5% |
| 30D | -17.5% | +2.7% | -20.2% | -19.2% |
| 3M | -26.7% | +10.8% | -37.4% | -30.5% |
| 6M | +36.8% | +14.4% | +22.4% | +26.4% |
| YTD | +296.1% | +8.7% | +287.5% | +278.4% |
| 1Y | +1,810.6% | +6.7% | +1,803.9% | +1,770.5% |
| 3Y | +2,587.6% | +87.4% | +2,500.2% | +1,684.9% |
| 5Y | +601.7% | -29.5% | +631.2% | +772.6% |
| 10Y | +1,460.7% | +331.8% | +1,128.9% | +570.1% |
| All | +2,644.5% | +353.6% | +2,290.9% | +1,079.3% |
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 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