+319.1%
DELL vs ARKK
+15.4%
+303.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +2.2% |
| 7D | +14.9% | +1.9% | +13.0% | +13.6% |
| 30D | +13.3% | +13.2% | +0.1% | +4.6% |
| 3M | +24.4% | +7.7% | +16.7% | +18.1% |
| 6M | +258.0% | +15.1% | +242.9% | +228.8% |
| YTD | +320.2% | +12.1% | +308.1% | +289.1% |
| 1Y | +319.1% | +14.9% | +304.1% | +316.9% |
| All | +319.1% | +15.4% | +303.6% | +316.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling