+45.0%
DIS vs ARKK
+315.1%
-270.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -0.4% |
| 7D | +0.9% | +4.6% | -3.7% | -0.7% |
| 30D | +8.9% | -12.2% | +21.1% | +13.2% |
| 3M | +14.5% | -6.0% | +20.5% | +15.8% |
| 6M | +12.2% | -2.2% | +14.4% | +11.1% |
| YTD | +4.7% | -0.5% | +5.3% | +2.4% |
| 1Y | +2.8% | -6.0% | +8.8% | +2.4% |
| 3Y | +38.1% | +92.5% | -54.4% | +2.0% |
| 5Y | -23.6% | -34.4% | +10.8% | -23.7% |
| 10Y | +31.4% | +307.2% | -275.9% | -40.5% |
| All | +45.0% | +315.1% | -270.1% | -35.9% |
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 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