+317.3%
INTU vs ARKK
+367.9%
-50.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -2.9% |
| 7D | -7.1% | +1.9% | -9.0% | -7.9% |
| 30D | +1.5% | +13.2% | -11.7% | -4.7% |
| 3M | +10.7% | +7.7% | +3.0% | +5.4% |
| 6M | -23.8% | +15.1% | -38.9% | -30.5% |
| YTD | -49.3% | +12.1% | -61.4% | -53.3% |
| 1Y | -49.7% | +14.9% | -64.6% | -54.8% |
| 3Y | -38.0% | +99.3% | -137.3% | -61.0% |
| 5Y | -38.7% | -29.9% | -8.8% | -37.3% |
| 10Y | +221.3% | +351.6% | -130.3% | +14.1% |
| All | +317.3% | +367.9% | -50.5% | +45.2% |
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