+272.1%
C vs ARKK
+91.2%
+180.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.5% | +1.5% |
| 7D | +2.6% | +1.4% | +1.2% | +2.0% |
| 30D | +1.9% | +5.1% | -3.2% | -0.5% |
| 3M | +2.8% | +12.7% | -9.9% | -2.8% |
| 6M | +30.6% | +13.8% | +16.7% | +22.1% |
| YTD | +19.9% | +9.9% | +9.9% | +13.4% |
| 1Y | +44.6% | +10.4% | +34.2% | +35.2% |
| All | +272.1% | +91.2% | +180.9% | +166.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling