+64.8%
EFA vs ARKK
+89.0%
-24.2%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.8% |
| 7D | -1.5% | -3.1% | +1.5% | -0.8% |
| 30D | -1.7% | +2.7% | -4.4% | -2.4% |
| 3M | +3.5% | +10.8% | -7.3% | +0.7% |
| 6M | +9.5% | +14.4% | -4.9% | +5.4% |
| YTD | +12.9% | +8.7% | +4.2% | +9.7% |
| 1Y | +18.2% | +6.7% | +11.5% | +14.7% |
| 3Y | +64.8% | +87.4% | -22.6% | +36.6% |
| All | +64.8% | +89.0% | -24.2% | +36.6% |
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