+539.2%
ISRG vs ARKK
+293.0%
+246.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.7% |
| 7D | -2.0% | -0.6% | -1.4% | -1.8% |
| 30D | +5.6% | -11.2% | +16.8% | +10.6% |
| 3M | +10.5% | -9.2% | +19.7% | +14.0% |
| 6M | +2.6% | -3.9% | +6.5% | +2.4% |
| YTD | -21.7% | -2.5% | -19.2% | -23.1% |
| 1Y | -21.6% | -2.7% | -18.8% | -23.1% |
| 3Y | +57.0% | +87.9% | -30.9% | +6.1% |
| 5Y | +25.0% | -35.7% | +60.6% | +36.1% |
| All | +539.2% | +293.0% | +246.1% | +150.7% |
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 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