+4,521.4%
DELL vs ARKK
+325.4%
+4,196.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.8% | -3.6% | -4.6% |
| 7D | -1.9% | -4.7% | +2.8% | +0.2% |
| 30D | +14.9% | +3.1% | +11.8% | +13.3% |
| 3M | +37.2% | +13.8% | +23.4% | +29.9% |
| 6M | +254.0% | +14.0% | +240.0% | +235.0% |
| YTD | +306.1% | +8.0% | +298.2% | +292.1% |
| 1Y | +312.3% | +9.9% | +302.3% | +294.6% |
| 3Y | +654.0% | +90.2% | +563.9% | +470.2% |
| 5Y | +1,055.3% | -29.9% | +1,085.2% | +1,119.8% |
| 10Y | +3,948.9% | +329.1% | +3,619.8% | +1,352.6% |
| All | +4,521.4% | +325.4% | +4,196.0% | +1,578.3% |
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