+1,075.6%
GOOGL vs ARKK
+358.9%
+716.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.5% |
| 7D | -1.9% | +1.4% | -3.3% | -2.4% |
| 30D | -7.5% | +5.1% | -12.6% | -9.7% |
| 3M | -9.2% | +12.7% | -21.9% | -14.1% |
| 6M | +8.1% | +13.8% | -5.8% | +1.4% |
| YTD | +5.8% | +9.9% | -4.1% | +0.1% |
| 1Y | +38.3% | +10.4% | +27.9% | +29.7% |
| 3Y | +144.8% | +93.6% | +51.2% | +71.2% |
| 5Y | +132.5% | -29.4% | +161.9% | +137.8% |
| 10Y | +746.7% | +336.9% | +409.8% | +213.9% |
| All | +1,075.6% | +358.9% | +716.7% | +319.5% |
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