+60.1%
EWZ vs ARKK
-29.1%
+89.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -1.1% |
| 7D | -0.1% | +1.4% | -1.5% | -0.3% |
| 30D | +8.2% | +5.1% | +3.1% | +7.0% |
| 3M | +13.3% | +12.7% | +0.6% | +10.3% |
| 6M | +3.6% | +13.8% | -10.2% | +0.5% |
| YTD | +21.0% | +9.9% | +11.0% | +18.0% |
| 1Y | +34.7% | +10.4% | +24.3% | +30.8% |
| 3Y | +48.3% | +93.6% | -45.3% | +27.7% |
| 5Y | +60.1% | -29.4% | +89.4% | +58.1% |
| All | +60.1% | -29.1% | +89.1% | +58.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling