-12.5%
F vs ARKK
-33.8%
+21.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | +0.2% |
| 7D | +1.0% | -4.0% | +5.0% | +2.3% |
| 30D | +2.1% | -14.0% | +16.1% | +7.4% |
| 3M | -10.3% | -4.2% | -6.1% | -9.7% |
| 6M | +3.3% | -2.6% | +5.8% | +2.8% |
| YTD | -2.0% | +0.2% | -2.2% | -4.2% |
| 1Y | -2.3% | -6.9% | +4.6% | -1.9% |
| 3Y | +49.9% | +94.1% | -44.2% | +7.0% |
| 5Y | -12.5% | -32.7% | +20.3% | -29.4% |
| All | -12.5% | -33.8% | +21.4% | -29.4% |
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