+16.4%
AZN vs ARKK
-5.7%
+22.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.7% | +2.8% |
| 7D | +11.5% | -6.7% | +18.2% | +11.6% |
| 30D | +20.8% | -13.4% | +34.1% | +21.4% |
| 3M | +21.5% | +4.7% | +16.8% | +20.9% |
| 6M | +3.0% | +2.7% | +0.3% | +2.5% |
| YTD | +3.9% | +4.5% | -0.6% | +3.6% |
| 1Y | +16.4% | -3.7% | +20.2% | +16.6% |
| All | +16.4% | -5.7% | +22.1% | +16.6% |
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