+36.1%
JCI vs ARKK
+15.4%
+20.7%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.0% | +2.1% |
| 7D | +3.8% | +1.9% | +1.9% | +3.4% |
| 30D | -5.7% | +13.2% | -18.8% | -8.3% |
| 3M | -1.4% | +7.7% | -9.1% | -3.4% |
| 6M | +4.1% | +15.1% | -10.9% | -0.4% |
| YTD | +21.7% | +12.1% | +9.7% | +16.6% |
| 1Y | +36.1% | +14.9% | +21.2% | +32.2% |
| All | +36.1% | +15.4% | +20.7% | +32.2% |
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