+37.5%
F vs ARKK
+95.6%
-58.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.1% | -4.2% |
| 7D | +1.2% | +3.6% | -2.5% | -0.2% |
| 30D | +1.2% | +8.4% | -7.1% | -1.8% |
| 3M | -5.7% | +13.4% | -19.1% | -10.3% |
| 6M | +17.9% | +18.9% | -1.0% | +9.9% |
| YTD | +10.4% | +11.9% | -1.5% | +4.8% |
| 1Y | +25.3% | +13.1% | +12.3% | +17.5% |
| 3Y | +37.5% | +97.1% | -59.6% | -7.2% |
| All | +37.5% | +95.6% | -58.2% | -7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling