+201.4%
B vs ARKK
+331.8%
-130.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | -2.4% | -3.1% | +0.7% | -1.8% |
| 30D | +6.3% | +2.7% | +3.6% | +5.9% |
| 3M | +12.1% | +10.8% | +1.4% | +10.2% |
| 6M | -3.1% | +14.4% | -17.5% | -5.1% |
| YTD | +2.0% | +8.7% | -6.7% | +0.6% |
| 1Y | +51.7% | +6.7% | +44.9% | +50.0% |
| 3Y | +190.5% | +87.4% | +103.1% | +160.6% |
| 5Y | +158.0% | -29.5% | +187.4% | +154.5% |
| All | +201.4% | +331.8% | -130.4% | +187.9% |
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