+45.7%
EXC vs ARKK
-29.1%
+74.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.5% |
| 7D | +0.3% | +1.4% | -1.1% | +0.3% |
| 30D | -0.9% | +5.1% | -6.0% | -1.0% |
| 3M | -2.7% | +12.7% | -15.4% | -3.1% |
| 6M | -9.4% | +13.8% | -23.2% | -9.9% |
| YTD | +3.0% | +9.9% | -6.9% | +2.5% |
| 1Y | +5.1% | +10.4% | -5.3% | +4.4% |
| 3Y | +20.6% | +93.6% | -73.0% | +14.4% |
| 5Y | +45.7% | -29.4% | +75.1% | +37.5% |
| All | +45.7% | -29.1% | +74.8% | +37.5% |
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 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