-40.7%
DIS vs ARKK
-31.2%
-9.6%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.3% | +2.2% |
| 7D | -1.3% | -4.7% | +3.4% | +0.3% |
| 30D | +2.2% | +3.1% | -0.8% | +0.9% |
| 3M | +8.1% | +13.8% | -5.6% | +2.8% |
| 6M | +5.2% | +14.0% | -8.7% | -0.5% |
| YTD | -6.3% | +8.0% | -14.3% | -10.1% |
| 1Y | -7.3% | +9.9% | -17.2% | -12.4% |
| 3Y | +33.8% | +90.2% | -56.4% | -0.5% |
| 5Y | -40.7% | -29.9% | -10.8% | -46.0% |
| All | -40.7% | -31.2% | -9.6% | -46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling