-19.3%
ISRG vs ARKK
+15.4%
-34.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.2% | -0.6% |
| 7D | -1.6% | +1.9% | -3.5% | -2.1% |
| 30D | -2.3% | +13.2% | -15.4% | -5.4% |
| 3M | -12.4% | +7.7% | -20.1% | -14.5% |
| 6M | -26.8% | +15.1% | -41.9% | -30.1% |
| YTD | -35.3% | +12.1% | -47.3% | -38.2% |
| 1Y | -19.3% | +14.9% | -34.3% | -25.5% |
| All | -19.3% | +15.4% | -34.7% | -25.5% |
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 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