+291.5%
C vs ARKK
+329.1%
-37.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +1.2% |
| 7D | +0.3% | -4.7% | +4.9% | +2.1% |
| 30D | +2.0% | +3.1% | -1.0% | +0.5% |
| 3M | +4.4% | +13.8% | -9.4% | -1.3% |
| 6M | +28.3% | +14.0% | +14.4% | +20.7% |
| YTD | +20.5% | +8.0% | +12.5% | +15.4% |
| 1Y | +45.5% | +9.9% | +35.6% | +37.5% |
| 3Y | +274.0% | +90.2% | +183.9% | +176.9% |
| 5Y | +136.1% | -29.9% | +166.0% | +146.8% |
| All | +291.5% | +329.1% | -37.6% | +32.3% |
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