+93.4%
F vs ARKK
+367.9%
-274.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.5% | +1.9% |
| 7D | +5.3% | +1.9% | +3.4% | +4.5% |
| 30D | +4.6% | +13.2% | -8.6% | -0.6% |
| 3M | -3.7% | +7.7% | -11.3% | -7.1% |
| 6M | +16.8% | +15.1% | +1.8% | +9.3% |
| YTD | +15.3% | +12.1% | +3.2% | +8.5% |
| 1Y | +31.0% | +14.9% | +16.1% | +21.1% |
| 3Y | +45.4% | +99.3% | -53.9% | +2.3% |
| 5Y | +54.7% | -29.9% | +84.6% | +53.8% |
| 10Y | +98.2% | +351.6% | -253.4% | -30.2% |
| All | +93.4% | +367.9% | -274.5% | -35.8% |
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