+130.2%
C vs ARKK
-27.8%
+158.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | +3.2% | +3.6% | -0.4% | +2.0% |
| 30D | +1.3% | +8.4% | -7.1% | -1.5% |
| 3M | +3.1% | +13.4% | -10.3% | -1.4% |
| 6M | +29.6% | +18.9% | +10.7% | +21.6% |
| YTD | +19.0% | +11.9% | +7.0% | +13.6% |
| 1Y | +45.6% | +13.1% | +32.6% | +37.9% |
| 3Y | +269.3% | +97.1% | +172.2% | +190.0% |
| All | +130.2% | -27.8% | +158.0% | +102.1% |
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