+1.7%
BABA vs ARKK
+315.1%
-313.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.5% | -4.5% | -5.8% |
| 7D | -12.7% | +4.6% | -17.3% | -14.7% |
| 30D | -14.9% | -12.2% | -2.6% | -10.0% |
| 3M | -24.6% | -6.0% | -18.7% | -23.6% |
| 6M | -29.3% | -2.2% | -27.2% | -30.4% |
| YTD | -35.0% | -0.5% | -34.5% | -36.9% |
| 1Y | -39.7% | -6.0% | -33.7% | -40.0% |
| 3Y | +21.2% | +92.5% | -71.4% | -24.3% |
| 5Y | -39.9% | -34.4% | -5.5% | -35.6% |
| 10Y | +7.8% | +307.2% | -299.4% | -68.4% |
| All | +1.7% | +315.1% | -313.4% | -70.6% |
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 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