+4,404.4%
DELL vs ARKK
+331.8%
+4,072.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.6% | +11.3% | +11.7% |
| 7D | +8.2% | -3.1% | +11.3% | +9.8% |
| 30D | +17.1% | +2.7% | +14.4% | +15.7% |
| 3M | +45.2% | +10.8% | +34.4% | +39.0% |
| 6M | +286.8% | +14.4% | +272.4% | +265.6% |
| YTD | +354.8% | +8.7% | +346.1% | +338.0% |
| 1Y | +358.3% | +6.7% | +351.5% | +344.2% |
| 3Y | +724.9% | +87.4% | +637.5% | +527.6% |
| 5Y | +1,193.7% | -29.5% | +1,223.1% | +1,261.5% |
| All | +4,404.4% | +331.8% | +4,072.6% | +1,618.2% |
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