-1.0%
ISRG vs ARKK
-29.1%
+28.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.6% | +1.5% |
| 7D | -5.0% | +1.4% | -6.4% | -5.6% |
| 30D | -10.2% | +5.1% | -15.3% | -12.1% |
| 3M | -17.2% | +12.7% | -29.9% | -21.3% |
| 6M | -28.4% | +13.8% | -42.3% | -32.7% |
| YTD | -37.6% | +9.9% | -47.6% | -40.8% |
| 1Y | -24.4% | +10.4% | -34.9% | -29.1% |
| 3Y | +18.4% | +93.6% | -75.1% | -14.9% |
| 5Y | -1.0% | -29.4% | +28.4% | -2.5% |
| All | -1.0% | -29.1% | +28.1% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling