-8.8%
EQT vs ARKK
-13.0%
+4.2%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -9.0% | +5.4% | -3.5% |
| 7D | -7.2% | -14.9% | +7.7% | -7.2% |
| 30D | -3.5% | -19.2% | +15.6% | -3.5% |
| 3M | -1.2% | -4.0% | +2.8% | -1.2% |
| 6M | -13.3% | -4.5% | -8.8% | -13.2% |
| YTD | -4.7% | -4.9% | +0.2% | -4.8% |
| 1Y | -8.8% | -13.9% | +5.1% | -6.3% |
| All | -8.8% | -13.0% | +4.2% | -6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling