+50.4%
EWZ vs ARKK
+95.6%
-45.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.1% | +2.0% |
| 7D | +5.6% | +3.6% | +2.0% | +4.6% |
| 30D | +9.3% | +8.4% | +0.9% | +6.8% |
| 3M | +15.7% | +13.4% | +2.3% | +11.4% |
| 6M | +7.4% | +18.9% | -11.5% | +1.8% |
| YTD | +22.7% | +11.9% | +10.8% | +17.9% |
| 1Y | +36.4% | +13.1% | +23.3% | +30.1% |
| 3Y | +50.4% | +97.1% | -46.7% | +22.4% |
| All | +50.4% | +95.6% | -45.2% | +22.4% |
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