+250.6%
C vs ARKK
+367.9%
-117.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.1% |
| 7D | +3.6% | +1.9% | +1.7% | +2.8% |
| 30D | +0.1% | +13.2% | -13.1% | -5.1% |
| 3M | +2.4% | +7.7% | -5.3% | -1.3% |
| 6M | +24.9% | +15.1% | +9.9% | +16.7% |
| YTD | +19.8% | +12.1% | +7.7% | +12.9% |
| 1Y | +44.9% | +14.9% | +29.9% | +34.0% |
| 3Y | +263.0% | +99.3% | +163.7% | +159.6% |
| 5Y | +129.5% | -29.9% | +159.4% | +141.7% |
| 10Y | +291.6% | +351.6% | -60.0% | +6.8% |
| All | +250.6% | +367.9% | -117.2% | -12.6% |
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