+358.3%
DELL vs ARKK
+10.0%
+348.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.6% | +11.3% | +11.6% |
| 7D | +8.2% | -3.1% | +11.3% | +10.5% |
| 30D | +17.1% | +2.7% | +14.4% | +15.1% |
| 3M | +45.2% | +10.8% | +34.4% | +35.5% |
| 6M | +286.8% | +14.4% | +272.4% | +257.2% |
| YTD | +354.8% | +8.7% | +346.1% | +329.6% |
| 1Y | +358.3% | +6.7% | +351.5% | +331.9% |
| All | +358.3% | +10.0% | +348.2% | +331.9% |
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