+55.7%
ISRG vs ARKK
+94.3%
-38.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.5% | +0.4% | -1.3% |
| 7D | -6.1% | +4.6% | -10.7% | -7.5% |
| 30D | +4.2% | -12.2% | +16.5% | +8.4% |
| 3M | +9.6% | -6.0% | +15.6% | +11.0% |
| 6M | +1.9% | -2.2% | +4.0% | +1.1% |
| YTD | -22.3% | -0.5% | -21.8% | -23.8% |
| 1Y | -23.2% | -6.0% | -17.2% | -23.3% |
| All | +55.7% | +94.3% | -38.6% | +22.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling