+214.4%
AZN vs ARKK
+353.6%
-139.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | -1.6% | -3.1% | +1.5% | -1.1% |
| 30D | +1.1% | +2.7% | -1.7% | +0.5% |
| 3M | -12.1% | +10.8% | -22.9% | -13.9% |
| 6M | -17.1% | +14.4% | -31.5% | -19.5% |
| YTD | -12.0% | +8.7% | -20.6% | -13.9% |
| 1Y | -0.2% | +6.7% | -7.0% | -2.6% |
| 3Y | +26.8% | +87.4% | -60.6% | +8.4% |
| 5Y | +56.9% | -29.5% | +86.3% | +60.5% |
| 10Y | +226.7% | +331.8% | -105.1% | +50.0% |
| All | +214.4% | +353.6% | -139.1% | +37.5% |
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