-43.2%
INTU vs ARKK
-35.9%
-7.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +1.2% |
| 7D | +0.1% | -0.6% | +0.7% | +0.2% |
| 30D | +10.1% | -11.2% | +21.3% | +14.4% |
| 3M | -4.2% | -9.2% | +5.0% | -2.0% |
| 6M | -7.2% | -3.9% | -3.3% | -8.5% |
| YTD | -47.7% | -2.5% | -45.2% | -49.2% |
| 1Y | -46.7% | -2.7% | -44.0% | -48.3% |
| 3Y | -34.1% | +87.9% | -122.0% | -56.5% |
| All | -43.2% | -35.9% | -7.4% | -44.7% |
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