+56.0%
EWZ vs ARKK
-33.8%
+89.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -0.9% |
| 7D | +1.3% | -4.0% | +5.3% | +2.1% |
| 30D | -26.2% | -14.0% | -12.2% | -24.1% |
| 3M | -8.6% | -4.2% | -4.5% | -8.1% |
| 6M | -17.0% | -2.6% | -14.5% | -17.0% |
| YTD | +2.2% | +0.2% | +1.9% | +1.3% |
| 1Y | +2.7% | -6.9% | +9.6% | +3.1% |
| 3Y | +18.2% | +94.1% | -75.9% | +2.2% |
| 5Y | +56.0% | -32.7% | +88.8% | +59.0% |
| All | +56.0% | -33.8% | +89.8% | +59.0% |
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