-35.7%
DOW vs ARKK
+89.0%
-124.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.2% |
| 7D | -1.4% | -3.1% | +1.7% | -0.6% |
| 30D | -3.9% | +2.7% | -6.7% | -4.8% |
| 3M | -12.7% | +10.8% | -23.4% | -15.8% |
| 6M | -13.7% | +14.4% | -28.1% | -18.6% |
| YTD | +28.4% | +8.7% | +19.7% | +22.9% |
| 1Y | +21.8% | +6.7% | +15.0% | +17.0% |
| 3Y | -35.7% | +87.4% | -123.1% | -49.6% |
| All | -35.7% | +89.0% | -124.7% | -49.6% |
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 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