+59.4%
F vs ARKK
+306.9%
-247.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.9% |
| 7D | -3.1% | -0.6% | -2.5% | -2.9% |
| 30D | 0.0% | -11.2% | +11.3% | +4.2% |
| 3M | -13.2% | -9.2% | -4.0% | -10.8% |
| 6M | -10.2% | -3.9% | -6.3% | -10.1% |
| YTD | -4.9% | -2.5% | -2.4% | -6.3% |
| 1Y | -6.1% | -2.7% | -3.4% | -7.4% |
| 3Y | +46.0% | +87.9% | -41.9% | +4.4% |
| 5Y | -15.7% | -35.7% | +20.0% | -14.1% |
| 10Y | +64.3% | +299.2% | -234.9% | -39.8% |
| All | +59.4% | +306.9% | -247.5% | -44.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling