+103.2%
INTC vs ARKK
-29.6%
+132.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.3% |
| 7D | +7.5% | -3.1% | +10.5% | +9.0% |
| 30D | +2.0% | +2.7% | -0.7% | +0.5% |
| 3M | -12.0% | +10.8% | -22.7% | -15.7% |
| 6M | +114.5% | +14.4% | +100.2% | +102.7% |
| YTD | +179.0% | +8.7% | +170.3% | +169.3% |
| 1Y | +318.3% | +6.7% | +311.5% | +307.0% |
| 3Y | +171.2% | +87.4% | +83.8% | +103.4% |
| All | +103.2% | -29.6% | +132.9% | +89.4% |
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