+23.5%
DIS vs ARKK
+331.8%
-308.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.5% |
| 7D | +1.2% | -3.1% | +4.2% | +2.2% |
| 30D | +3.2% | +2.7% | +0.5% | +2.0% |
| 3M | +7.0% | +10.8% | -3.8% | +2.6% |
| 6M | +6.4% | +14.4% | -8.0% | +0.4% |
| YTD | -5.6% | +8.7% | -14.3% | -9.8% |
| 1Y | -7.7% | +6.7% | -14.4% | -11.9% |
| 3Y | +33.2% | +87.4% | -54.2% | -0.1% |
| 5Y | -40.3% | -29.5% | -10.9% | -41.7% |
| All | +23.5% | +331.8% | -308.3% | -38.9% |
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 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