+30.7%
EWZ vs ARKK
+318.4%
-287.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -0.6% |
| 7D | +1.3% | -4.0% | +5.3% | +2.5% |
| 30D | -26.2% | -14.0% | -12.2% | -22.7% |
| 3M | -8.6% | -4.2% | -4.5% | -7.8% |
| 6M | -17.0% | -2.6% | -14.5% | -17.2% |
| YTD | +2.2% | +0.2% | +1.9% | +0.4% |
| 1Y | +2.7% | -6.9% | +9.6% | +3.3% |
| 3Y | +18.2% | +94.1% | -75.9% | -12.1% |
| 5Y | +56.0% | -32.7% | +88.8% | +69.8% |
| 10Y | +60.8% | +308.8% | -248.0% | -45.0% |
| All | +30.7% | +318.4% | -287.7% | -58.5% |
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