+140.1%
GOOGL vs ARKK
-29.6%
+169.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.1% | +1.5% |
| 7D | 0.0% | -3.1% | +3.1% | +1.2% |
| 30D | -1.4% | +2.7% | -4.1% | -2.7% |
| 3M | -5.3% | +10.8% | -16.1% | -9.3% |
| 6M | +9.8% | +14.4% | -4.6% | +3.6% |
| YTD | +8.4% | +8.7% | -0.3% | +3.7% |
| 1Y | +41.2% | +6.7% | +34.4% | +35.3% |
| 3Y | +149.6% | +87.4% | +62.2% | +85.2% |
| All | +140.1% | -29.6% | +169.7% | +110.0% |
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