+50.5%
B vs ARKK
+7.4%
+43.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.8% | -0.8% | -1.4% |
| 7D | -5.0% | -4.7% | -0.3% | -2.2% |
| 30D | +8.7% | +3.1% | +5.7% | +6.7% |
| 3M | +17.3% | +13.8% | +3.5% | +8.0% |
| 6M | -5.0% | +14.0% | -19.0% | -12.2% |
| YTD | +1.4% | +8.0% | -6.5% | -4.1% |
| 1Y | +50.5% | +9.9% | +40.6% | +44.6% |
| All | +50.5% | +7.4% | +43.1% | +44.6% |
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