+158.8%
B vs ARKK
-29.1%
+187.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +1.4% |
| 7D | +1.0% | +1.4% | -0.4% | +0.8% |
| 30D | +9.5% | +5.1% | +4.4% | +8.5% |
| 3M | +14.3% | +12.7% | +1.6% | +11.9% |
| 6M | -1.9% | +13.8% | -15.7% | -4.0% |
| YTD | +4.1% | +9.9% | -5.8% | +2.3% |
| 1Y | +56.1% | +10.4% | +45.7% | +53.3% |
| 3Y | +202.0% | +93.6% | +108.4% | +171.8% |
| 5Y | +158.8% | -29.4% | +188.2% | +125.6% |
| All | +158.8% | -29.1% | +187.9% | +125.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling