+46.7%
DIS vs ARKK
+325.8%
-279.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | -0.2% |
| 7D | +0.6% | -2.4% | +3.0% | +1.2% |
| 30D | +10.3% | -10.8% | +21.1% | +14.0% |
| 3M | +15.6% | -2.6% | +18.2% | +15.5% |
| 6M | +15.1% | -1.9% | +17.1% | +13.9% |
| YTD | +6.0% | +2.0% | +4.0% | +2.8% |
| 1Y | +5.7% | -4.4% | +10.1% | +4.6% |
| 3Y | +39.8% | +97.5% | -57.7% | +2.4% |
| 5Y | -23.9% | -32.0% | +8.1% | -24.8% |
| 10Y | +32.9% | +317.7% | -284.8% | -40.3% |
| All | +46.7% | +325.8% | -279.1% | -35.6% |
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