+43.7%
F vs ARKK
-29.1%
+72.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.8% | -2.2% | -3.2% |
| 7D | -4.9% | +1.4% | -6.3% | -5.4% |
| 30D | -2.9% | +5.1% | -8.0% | -4.8% |
| 3M | -9.1% | +12.7% | -21.8% | -13.7% |
| 6M | +12.9% | +13.8% | -0.9% | +6.5% |
| YTD | +6.1% | +9.9% | -3.9% | +0.9% |
| 1Y | +22.5% | +10.4% | +12.1% | +15.4% |
| 3Y | +32.1% | +93.6% | -61.5% | -5.2% |
| 5Y | +43.7% | -29.4% | +73.1% | +32.5% |
| All | +43.7% | -29.1% | +72.8% | +32.5% |
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