-10.5%
ISRG vs ARKK
-5.7%
-4.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.1% | +9.3% | +9.4% |
| 7D | +8.5% | -6.7% | +15.2% | +10.4% |
| 30D | +18.6% | -13.4% | +32.0% | +22.9% |
| 3M | +30.9% | +4.7% | +26.2% | +28.3% |
| 6M | +6.6% | +2.7% | +3.8% | +4.3% |
| YTD | -14.9% | +4.5% | -19.4% | -18.3% |
| 1Y | -10.5% | -3.7% | -6.8% | -12.4% |
| All | -10.5% | -5.7% | -4.9% | -12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling