+38.0%
DIS vs ARKK
+99.3%
-61.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | -0.1% |
| 7D | +0.6% | -2.4% | +3.0% | +1.1% |
| 30D | +10.3% | -10.8% | +21.1% | +13.3% |
| 3M | +15.6% | -2.6% | +18.2% | +15.4% |
| 6M | +15.1% | -1.9% | +17.1% | +14.1% |
| YTD | +6.0% | +2.0% | +4.0% | +3.1% |
| 1Y | +5.7% | -4.4% | +10.1% | +4.8% |
| All | +38.0% | +99.3% | -61.3% | +6.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling