+309.8%
INTC vs ARKK
+358.9%
-49.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +2.6% |
| 7D | +18.0% | +1.4% | +16.6% | +17.1% |
| 30D | +8.9% | +5.1% | +3.8% | +6.0% |
| 3M | -1.6% | +12.7% | -14.3% | -6.8% |
| 6M | +133.1% | +13.8% | +119.3% | +119.6% |
| YTD | +187.9% | +9.9% | +178.0% | +175.6% |
| 1Y | +334.7% | +10.4% | +324.3% | +314.9% |
| 3Y | +184.2% | +93.6% | +90.6% | +101.8% |
| 5Y | +116.0% | -29.4% | +145.4% | +129.9% |
| 10Y | +270.0% | +336.9% | -66.9% | +30.7% |
| All | +309.8% | +358.9% | -49.1% | +40.5% |
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