+136.8%
EFA vs ARKK
+353.6%
-216.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.8% |
| 7D | -1.5% | -3.1% | +1.5% | -0.7% |
| 30D | -1.7% | +2.7% | -4.4% | -2.5% |
| 3M | +3.5% | +10.8% | -7.3% | +0.3% |
| 6M | +9.5% | +14.4% | -4.9% | +4.9% |
| YTD | +12.9% | +8.7% | +4.2% | +9.3% |
| 1Y | +18.2% | +6.7% | +11.5% | +14.4% |
| 3Y | +64.8% | +87.4% | -22.6% | +31.4% |
| 5Y | +53.9% | -29.5% | +83.4% | +56.6% |
| 10Y | +144.8% | +331.8% | -187.0% | +7.1% |
| All | +136.8% | +353.6% | -216.7% | -0.2% |
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