+217.8%
INTU vs ARKK
+331.8%
-114.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.6% | +2.2% | +2.5% |
| 7D | -3.3% | -3.1% | -0.3% | -1.9% |
| 30D | -3.9% | +2.7% | -6.6% | -5.4% |
| 3M | +16.6% | +10.8% | +5.9% | +9.7% |
| 6M | -26.4% | +14.4% | -40.8% | -32.6% |
| YTD | -51.0% | +8.7% | -59.7% | -54.2% |
| 1Y | -50.8% | +6.7% | -57.5% | -54.2% |
| 3Y | -40.1% | +87.4% | -127.5% | -61.2% |
| 5Y | -41.2% | -29.5% | -11.8% | -39.8% |
| All | +217.8% | +331.8% | -114.0% | +20.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling