+85.2%
F vs ARKK
+329.1%
-243.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.8% | +5.0% | +3.9% |
| 7D | -3.7% | -4.7% | +1.0% | -1.9% |
| 30D | -0.7% | +3.1% | -3.8% | -2.0% |
| 3M | -1.9% | +13.8% | -15.7% | -7.4% |
| 6M | +16.1% | +14.0% | +2.1% | +9.2% |
| YTD | +9.5% | +8.0% | +1.5% | +4.7% |
| 1Y | +27.2% | +9.9% | +17.3% | +19.9% |
| 3Y | +36.3% | +90.2% | -53.9% | -1.6% |
| 5Y | +49.3% | -29.9% | +79.2% | +47.3% |
| All | +85.2% | +329.1% | -243.9% | -27.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling