+53.9%
EWZ vs ARKK
+367.9%
-314.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.4% |
| 7D | +6.5% | +1.9% | +4.6% | +5.8% |
| 30D | +4.8% | +13.2% | -8.3% | +0.4% |
| 3M | +9.9% | +7.7% | +2.2% | +6.5% |
| 6M | +1.9% | +15.1% | -13.1% | -3.6% |
| YTD | +20.3% | +12.1% | +8.2% | +14.4% |
| 1Y | +35.6% | +14.9% | +20.7% | +27.0% |
| 3Y | +43.4% | +99.3% | -55.9% | +6.0% |
| 5Y | +55.9% | -29.9% | +85.9% | +70.0% |
| 10Y | +84.2% | +351.6% | -267.5% | -38.7% |
| All | +53.9% | +367.9% | -314.0% | -52.7% |
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