+374.7%
ISRG vs ARKK
+329.1%
+45.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.8% | +3.8% | +2.8% |
| 7D | -2.5% | -4.7% | +2.1% | -0.5% |
| 30D | -10.2% | +3.1% | -13.2% | -11.7% |
| 3M | -12.5% | +13.8% | -26.3% | -18.1% |
| 6M | -25.8% | +14.0% | -39.8% | -31.1% |
| YTD | -36.4% | +8.0% | -44.3% | -39.7% |
| 1Y | -19.9% | +9.9% | -29.8% | -25.7% |
| 3Y | +20.9% | +90.2% | -69.3% | -18.0% |
| 5Y | +5.7% | -29.9% | +35.6% | +11.3% |
| All | +374.7% | +329.1% | +45.6% | +74.7% |
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