-10.9%
DOW vs ARKK
+86.8%
-97.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.1% |
| 7D | -6.0% | +1.4% | -7.4% | -6.4% |
| 30D | -2.7% | +5.1% | -7.9% | -4.4% |
| 3M | -10.5% | +12.7% | -23.2% | -14.4% |
| 6M | -12.4% | +13.8% | -26.3% | -17.4% |
| YTD | +30.0% | +9.9% | +20.1% | +23.6% |
| 1Y | +27.8% | +10.4% | +17.4% | +21.1% |
| 3Y | -34.9% | +93.6% | -128.5% | -49.9% |
| 5Y | -35.9% | -29.4% | -6.5% | -32.0% |
| All | -10.9% | +86.8% | -97.7% | -60.3% |
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